Account Services Contacts
Call, email, or contact us directly for investment and financial review, advice, or discussion. If we’re not available or you just need routine account service, please contact your account custodian or platform.
Black Diamond Reporting – Investor client portal with daily portfolio updates, analysis, and management fee information.
Impact Assets Giving Fund – Donor advised fund leveraging the power of impact investing to put more money to work for social justice and environmental benefit. 800-248-0337
First Affirmative Financial Network – 877-540-4933 – A platform that co-manages some of our client accounts with Folio as custodian.
MoneyGuidePro retirement financial independence planning platform. Work with your financial goals and resources to help manage your progress and try out different scenarios. Financial planning services engagement required.
Schwab Alliance Client Center – 800-515-2157