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Managing the socially responsible investments of our clients is an
awesome responsibility, even after 10 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.
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
Animal Testing and 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
$200,000 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.
This
website does not constitute an offer to provide investment
advisory services or to
effect securities transactions in any state or jurisdiction
where such an offer or the provision of such services would be
prohibited. Such an offer can only be made in states where we
are registered or an exemption of registration exists. The
purpose of this site is solely for the dissemination of
information on products or services.
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Copyright © 2008 Rocky Mountain Humane
Investing | Contact Us
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