How We Do It

We custom tailor stock and bond* portfolios based on asset class investing according to modern portfolio theory. (Clicking on this term will send you to an explanation in plain English provided by Investopedia.)  The asset classes we incorporate are: stocks, bonds, real estate, commodities, as well as company size and geographic location - developed and emerging markets.

In addition, we offer a hedging strategy applying a conservative options technique.

Our holdings satisfy not only financial criteria, but also ethical standards.  In choosing funds, we consider the biological sustainability of our natural environment and the social sustainability of our shared communities.

 We do this by:

• Offering clients access to community investing – investing to end poverty through such initiatives as microfinance, agricultural cooperatives, and low-income housing.
   
• Using shareholder activism to improve the practices of companies that do not satisfy social criteria by a small margin.
   
• Encouraging an ever larger number of corporations to become publicly identified as "common good corporations."

StakeHolders is uniquely able to offer these services by virtue of the expertise of our founding team -- which consists of a founder of the socially responsible investing movement, and two seasoned options traders who are financial planners.

*portfolios generally include some real estate and commodity exposure and we mainly use mutual funds, not individual stocks and bonds.