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Frequently asked questions
The questions we hear most often, answered straight. Don't see yours? Get in touch — we read every email.
What types of investments do you specialize in?
We focus on sustainable and socially responsible investment opportunities that align with environmental and financial growth. Our team can discuss your specific interests and goals during an initial consultation.
How do you charge for your services?
We work with a transparent fee structure that varies based on the scope of your investment needs and portfolio size. We'll walk you through all costs upfront so there are no surprises.
Do you work with clients outside the Oakland area?
While we're based in Oakland, CA, we're able to serve clients across California and beyond depending on the investment type. Reach out through our site and we can discuss whether we're a good fit for your situation.
How long does it take to get started?
Most clients can begin their first consultation within a few business days of reaching out. The timeline from there depends on your specific needs, but we move quickly to get you set up.
What should I prepare before our first meeting?
It helps to have a general sense of your financial goals and any existing investments, but it's not required. We'll guide you through what we need to know to give you the best advice.
Can you help if I'm new to investing?
Absolutely—we work with investors at every experience level and take time to explain how things work. Our goal is to build your confidence while creating a strategy that makes sense for you.