Socially Responsible Investing
The social investment management of our clients is an awesome responsibility, even after 15 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.
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 socially responsible 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 social investment portfolio management so that they can maximize their unique personal potential. Our screening criteria eliminate objectionable investments, thus allowing our investment screens to identify potential productive and clean investments. We offer a diverse and flexible alternative to mutual funds which are produced and managed for a mass market.
Objective investment research is the core of RMHI. Clients enjoy a balance of growth potential with screening unique to the Socially Responsible Investing community.
RMHI's founder, Brad Pappas is believed to have been the first to establish Humane issues within 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 have been consulted by investment managers and mutual funds nationwide.
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 minimum $100,000 investment, multiple accounts are accepted.
We strive to be unique, to set the standards for others and demonstrate our ability to sustain and grow.