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For Individuals

Consultation

You tell us your goals – financial and personal – so that we have a clear understanding of your financial needs and the type of impact you would like to see from your investments. If you do not have specific investment goals defined, we can help develop a framework so you are more prepared for all of life’s financial challenges.

Customized Portfolio Strategy 

Based on our conversation with you, we will design an investment strategy that strives to get you the results you want. We asses your financial risk tolerance and create an appropriate ESG investment allocation.  

Portfolio Management

We actively manage your portfolio for performance, impact, and adherence to your goals. 

Performance and Impact Reporting

You will have day-to-day access to your account, as well as monthly and quarterly statements. We will meet regularly to review your performance and impact.

Additionally, you will receive our quarterly Spotlight report highlighting some of Verdant's investment choices and instances of their tangible impact.

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Designed For Impact. Crafted For You.