About Us Contact Us Directions Site Map
Home
News
What is SRI?
What We Do
Values
Personnel Bruce Herbert Larry Dohrs
What We Do

Since 1994 Newground Social Investment has provided socially conscious money management, financial coaching, and shareholder advocacy consultation to individual, institutional, and not-for-profit clients.

Newground is a fee-only Registered Investment Advisor that serves any person, organization or institution seeking positive change without a sacrifice to financial performance. We link values to dollars in ways that create positive value and eliminate the transaction-based conflicts-of-interest that are rampant within the brokerage, financial-planning and insurance/annuity industry.

With Newground, clients never need to worry whether their best interests are being served -- because we are fee-only and do not earn any income via commission.

Conservative investments for liberal people: we employ a grounded, multi-manager approach to portfolio design that can consistently and measurably reduce volatility, and thus the risk to a portfolio. This makes progress toward the achievement of financial goals more consistently stable and predictable than less sophisticated or more haphazard 'stock-picking' methodologies.

In addition to meeting our clients' financial goals, our mission is to expand the community of individuals and groups that engage in socially responsible investing (SRI).

We welcome the opportunity to meet with with you or your organization; and we are available to provide educational programs  for conferences, meetings and organizational gatherings on a range of social investment (SRI), shareholder advocacy, and corporate accountability topics.

Click here to contact us.

 

Now enjoying its second decade, Newground Social Investment provides individual, institutional, GLBT, and not-for-profit clients with:

Socially responsive (SRI) money management that integrates investment decisions with social concerns and personal or institutional values.
Competitive financial returns along with positive social impact.
Financial coaching and Life Planning that creates peace of mind, a sense of integrity and financial security.
Community investment for strong local benefits.
Shareholder advocacy for transparency and accountability.

Newground is a fee-only Registered Investment Advisor serving any person, organization or institution seeking positive change along with competitive performance.

  About Us Contact Us Directions Site Map


2206 Queen Anne Ave N, Suite 402
Seattle, WA 98109
(206) 522-1944
www.newground.net
webquery@newground.net

Content © 1994-2009 Newground Social Investment. Web development by newMANIC