The Intelligent Choice in Socially Responsible Investing
Rocky Mountain Humane Investing (RMHI), located in Boulder, Colorado, was founded in 1995 by Brad Pappas as the only investment advisor in the US that focuses exclusively on the needs of the humane/environmentally oriented investor, also commonly referred to as socially responsible, eco-friendly, sustainable or green investors. We represent an effective solution to investors who are seeking socially screened portfolios backed by a conservative and effective investment strategy proven by years of hypothetical and real time testing.
We practice our own version of socially responsible investing and use advanced quantitative techniques to achieve above average returns for our clients. RMHI offers social investment management of select, customized portfolios for U.S. and International ethical investors.
- Rocky Mountain Humane Investing utilizes groundbreaking, proprietary quantitative equity selection and trading systems designed to generate a superior return with reduced risk when compared to the subjective “buy and hold” philosophy of most investment funds and investment advisors.
- By focusing on green investments, we exclude the following from investment consideration for our clients: factory farming, major industrial polluters, most extractive industry corporations, companies involved in animal testing, tobacco and weapons manufacturers. In addition, we can manage portfolios using a vegan screen. Contrary to a mutual fund, we listen and value your input and we can screen with your issues in mind.
- We manage private portfolios of individual stocks and bonds for individuals, non-profits and institutions engaged in green investments. Our primary custodian is Charles Schwab Institutional Services. Our suggested minimum asset requirement is $100,000.
- Rocky Mountain Humane Investing is one of the few financial advisors where the client can call directly and we 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 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.
In addition to providing investment management to individuals we are continually looking to expand our role as a sub-adviser to financial planners and other investment management firms.
Since 1995 our goal has been to empower our clients with effective and dynamic sustainable 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, sustainable and socially responsible investments.