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Environment - Social - Governance

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.

  • What is your risk tolerance?

    Risk Assessment

    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!

  • Featured Event

    The Future of Sustainable Investing:

    Reduce Your Carbon Footprint While Growing Your Portfolio!

    Webinar Recording Now Available HERE

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Maximize Investment Return

We invest where high ESG scores intersect strong investment potential

Maximize investment return, or prioritize sustainable investing?

Investors no longer have to choose.

Sustainable, ESG investors select stocks and bonds from companies that have two attributes ~

  • High sustainability (ESG) scores, plus
  • Strong long term investment potential

Numerous studies show that investors incorporating sustainability analysis do not make a financial sacrifice. 

We use third-party research and portfolio optimization tools to minimize each client's portfolio carbon footprint - without sacrificing performance.

Carbon Footprint

You care about your carbon footprint.

You know it's important to reduce emissions by recycling, shopping locally and using renewable energy.

Large gray footprint showing dirty energy sources and small blue/green footprint with renewable energy and green practicesWhat about your investment portfolio?

Upgrading your investment process to emphasize sustainable, low-carbon footprint strategies is simple, pragmatic and meaningful.

Best of all, no performance sacrifice is needed!

There are hundreds of sustainably managed funds to choose from, many of them showing excellent performance.

It has never been easier - or more important - for investors to align their investing and banking habits with their personal ethics and values!

ESG Analytics

ESG investment screening means checking environmental protection, employee social culture, and looking for accountable, diverse corporate governance. The image uses Venn diagrams to illustrate this.ESG analytics measure corporate impacts in three fundamental areas.

The Sustainable Investing screening process evaluates stocks and bonds by comparing companies against their peers in three critical areas, abbreviated as "ESG":