Common Interests is a boutique family wealth management practice specializing in Socially Responsible Investing (SRI), and operating with a healthy attitude of humility and service. We look to ‘do well by doing good’ by enhancing the financial wellness of our clients in a socially responsible manner.
Common Interests works with multigenerational families to help them come together, share their passions and concerns, and seek our counsel in creating investment solutions designed to lead to the financial wellbeing that they are looking for, while also making the kind of difference they care about.
We believe in the “categorical imperative” which says that all people should act in such a way that if everyone behaved that way, the world would be a better place. For us this means two key things:
We put the interests of our clients first
We specialize in Socially Responsible Investing
Common Interests also became a Certified B Corporation in 2014 to “put our money where our mouth is” by having the independent organization B Lab audit our business practices. As a B Corp we’ve evaluated how our practices impact our employees, our community, the environment, and our customers and have been certified to meet rigorous standards of social and environmental performance, accountability, and transparency.