Your financial advisor is your preferred point of contact to report your significant life changes or get advice or information you might need related to your finances, accounts, and investments. If you need immediate account service, or a statement or report directly from a service provider, please use the links and numbers below.
Black Diamond Wealth Platform – Your personal portal for portfolio balances and performance, including management fee information.
Natural Investments Newsletter Archive – Every NI-authored quarterly issue since 2005 of our economic insights and updates about socially responsible and impact investing, including shareholder advocacy, national policy, and community development.
TriLinc Global Impact Fund – Account statements & tax (K-1) forms
Greenbacker Renewable Energy Company – Account statements & tax (K-1) forms
Triskeles Foundation – 610-321-9876 – Donor-advised charitable giving fund account information
Calvert Foundation – For thematic and geographic targeting of Community Investment Notes
Local Investing Resource Center – Features information, processes, and a directory for investing locally without intermediaries or advisors.
As You Sow – Leading shareholder advocacy organization with numerous campaigns, resources, and reports on shareholder engagement
MoneyGuidePro – Interactive retirement financial independence planning platform addressing financial goals and resources, manage progress, and explore various what-if scenarios. For clients already engaged in comprehensive financial planning with an advisor (request your unique web address and login from your advisor if applicable)
US SIF: The Forum for Sustainable and Responsible Investment – The national association for the Socially Responsible and Impact Investing industry, featuring information, research, reports, policy initiatives, directories, and statistics on the state of sustainable, responsible, impact, and community development investing.
Contact An Advisor
While your own advisor is your first point of contact, other advisors in our network can also help you in a pinch. Call our toll-free number, 800-793-7512 and select one of the following extensions: