Rocky Mountain Humane Investing Green Investment Management Services
Rocky Mountain Humane Investing (RMHI) has two green investment management styles with varying risk and return objectives:
Moderate Growth |
Lower volatility than Long-Term Growth via diversified portfolio of stocks and bonds. Generally not more than 80% equities. |
Long Term Growth
| Our prime growth strategy with maximum 100% equities. |
What to expect from Rocky Mountain Humane Investing
Rocky Mountain Humane Investing provides customized green investment management services and solutions for the Humane/Environmentally-oriented investor.
Step 1: The Client Questionnaire
- Establish your risk tolerance and choose a strategy that fits your personality.
- Clarify your current investment situation.
- Identify your long term objectives.
- Establish realistic expectations.
Step 2: RMHI Clean Green Investment Management
- Consolidate and coordinate your investments.
- Asset Allocation and risk reduction via monitoring of relative market valuations.
- Constant monitoring of investments.
- Rebalancing of stock and bond allocations when necessary.
- Intelligent combination of ethics and effective green investment management.
- Objective analysis of the universe of ethically acceptable investments.
- Analysis of investment risks and rewards.
- Research and management of acceptable mutual funds or individual securities or a blend of both.
- Accounts established and maintained at Charles Schwab Inc. (insured for $10 million)
Step 3: Reporting and Review
- RMHI quarterly performance updates and analysis.
- Random account performance updates at client's discretion.
- Charles Schwab account brokerage statements.
- Quarterly RMHI newsletter.
- Periodic email updates - RMHI Outlook
- Schedule D information
