RMHI: Socially Responsible Investing with Humane Philosophy


Rocky Mountain Humane Investing - Socially Responsible Investing

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Managing the socially responsible investments of our clients is an awesome responsibility, even after 14 years it's a privilege we never lose sight of. RMHI. is an investment management firm specializing in Socially Responsible Investing. Our guiding light is the belief in competitive investment returns within a sustainable, responsible and balanced investing philosophy.

Customized Investment Management

We manage customized portfolios using select stocks and bonds for individual investors and non-profit clients in the United States and Internationally. Our clients benefit from our understanding of investing and shared ethical beliefs. Portfolios are tailored to meet each client's distinctive financial and ethical objectives.

Established in 1995, our goal is to empower our clients with effective and dynamic investment portfolio management so that they can maximize their unique personal potential. Our screening criteria eliminates objectionable investments, thus allowing our investment screens to identify stellar investments. We offer a diverse and flexible alternative to mutual funds which are produced and managed for a mass market.

Objective investment research is core of RMHI. Clients enjoy a balance of growth potential with risk control unique to the Socially Responsible Investing community. Continual research entails adapting to economic and investment trends is a never ending theme with the goal of providing meaningful returns within modest risk situations.

Extensive Screening Experience

RMHI's founder, Brad Pappas is believed to have been the first to establish Humane issues within a socially responsible investing screening criteria. Furthermore, RMHI was the first investment management firm to incorporate hard screening for both Humane and Ecological issues. Since he established the first effective screen for animal issues in 1990, his screens has been consulted by investment managers and mutual funds nationwide.

Personalized Service

RMHI is one of the few financial advisors where the client can call directly and the account representative will know you by your first name. Being a small firm, we make an extra effort to establish a friendly relationship with the client, anticipating their needs and investment requirements.

As your investment manager, with the account in your name, we manage the account according to your unique investment needs and risk tolerance in accordance with our moderate-risk, growth-oriented style. Since we're flat-fee managers our incentive is linked to your success. You can be assured we avoid conflicts of interest and excessive expenses.

Charles Schwab Institutional Services for holding client assets, although in special circumstances we will use a client's pre-existing custodian. In most cases, we suggest a $100,000 investment, multiple accounts are accepted.

Something Better

We strive to be unique, to set the standards for others and demonstrate our ability to sustain and grow.

 

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