Green River is a Fiduciary Financial Planning firm, specializing in Sustainable "E-S-G" investing. We design and manage low-carbon investment portfolios for clients by leveraging the portfolio management tools of Cambridge Investment Research, and the fund performance and sustainability data provided by companies such as Morningstar and AsYouSow.
Establishing your "Risk Tolerance" as an investor is an essential first step. Taking too much or too little risk can have a major impact on the future of your nest egg. Feel free to TAKE OUR SHORT RISK TOLERANCE TEST (HERE) - we will email you the results at no cost, and with no obligation! Numerous studies show that investors incorporating sustainability analysis do not make a financial sacrifice.
Establishing your "Risk Tolerance" as an investor is an essential first step. Taking too much or too little risk can have a major impact on the future of your nest egg. Feel free to TAKE OUR SHORT RISK TOLERANCE TEST (HERE) - we will email you the results at no cost, and with no obligation! Numerous studies show that investors incorporating sustainability analysis do not make a financial sacrifice.
Services
Patrick is a Certified Financial Planner and Chartered Life Underwriter at Green River Sustainable Financial Services. He entered the Financial Services industry in 1994. Green River delivers financial planning services to the community, focusing on low-carbon investing, risk management, asset accumulation and careful planning.
There is no greater threat to the future of humanity than global heating. This MIT simulator shows us where we are headed if we continue with business as usual - for a 4 degree Celsius future, which frankly, is utterly untenable. Yes, the world is making a slow motion transition to a lower carbon economy right now, but at a pace that is woefully insufficient to forestall climate chaos.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linked to. We make no representation as to the completeness or accuracy of information provided at these websites.
Our goal at Green River is to uphold the Fiduciary Standard while delivering exceptional, personalized Financial Planning and Sustainable Investment Services to a select group of motivated clients.
Attaining the CFP mark requires a combination of experience, rigorously tested knowledge, commitment to ethical behavior, a methodical approach to Financial Planning, ongoing continuing education, and most of all, fidelity to the highest standard of client service, the Fiduciary Standard.
Attaining the CFP mark requires a combination of experience, rigorously tested knowledge, commitment to ethical behavior, a methodical approach to Financial Planning, ongoing continuing education, and most of all, fidelity to the highest standard of client service, the Fiduciary Standard.
Leveraging its alignment with partners Cambridge Investment Research, Inc. and Fidelity Clearing and Custody Solutions. Cambridge Investment Research, Inc. is an independent, privately-controlled broker-dealer with over $100 billion in assets under management, more than 880 home office associates, and over 3,300 independent registered representatives serving hundreds of thousands of investing clients across the United States.
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