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Sustainable Investing and Financial Planning

ESG AND IMPACT
INVESTING FOR VALUES
BASED INVESTORS

Learn More About Us

Managing Over $165 Million in Assets for Clients Across the United States and Abroad

Innovation in Sustainable and Responsible Investments for Over 25 Years

Our Services and the Blue Summit Experience

Our Team

Allen AT.jpg

Allen Trim, CFP®, CPA, CVA

Partner, Portfolio Manager

Robert Seid, CFP®,CSRIC

Partner, Wealth Advisor

Judith L. Seid, CFP®

Partner, Wealth Advisor

Veronica Gonzales

Private Client Services

Private Client Services

Martha De la Torre

Private Client Services

Blog

Shareholder Advocacy Pushes Kraft Heinz No-Deforestation Policy

Shareholder Advocacy Pushes Kraft Heinz No-Deforestation Policy

We wanted to share an update from Green Century’s progressive work with reducing deforestation. Green Century is the only mutual fund...

Robert's 2023 Alaska Season

Robert's 2023 Alaska Season

Dear Clients and Friends of Blue Summit, I’m back again from another successful season in Bristol Bay, Alaska. We had a strong and...

Company Highlight – ASML

Company Highlight – ASML

It is important for you to know how your investments are making a difference. We wanted to share a company highlight from our Blue...

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