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Invest like you give a damn.

Because your values are our core business. Since 1998, Horizons Sustainable Financial Services has maintained an exclusive focus in Sustainable, Responsible, Impact Investments (SRI). Get Started Now!

 

Plan like you mean it.

Because your values are our core business, we will steer your investments for the long term.

 

Make your money meaningful.

Because we work for what you care most about, we will take into account your values, lifestyle, and goals for today and the future.

 

Manage your money and your life.

Because we work for what you care most about, we have moved financial services in a values direction for the last 18 years.

 

Give to what matters most.

Because it’s your money and your life, we plan to ensure that your charitable donations align with your values.

 

Build a better portfolio.

Because it’s your money and your life, our portfolio management features exceptional due diligence about companies’ business practices.

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Start where financial goals and values meet:

Horizons Sustainable Financial Services offers a full range of investment services to further socially conscious values. Whether you’re already familiar with Socially Responsible Investment (SRI) principles or looking to learn more about them, we can guide you in both selecting investments that support your personal values and engaging in shareholder advocacy to positively influence corporate behavior.

Get Started Now

Welcome to our podcast, Deep Impact Investing, where we talk with you in-depth about an exciting and even earth-moving trend.

In future episodes, we’ll be answering your questions as you contemplate whether you’re investing like you give a damn. Email us with your questions at info@horizonssfs.com. And please tune in and refer others to Deep Impact Investing!

Deep Impact Investing Podcast – Going on Hiatus

By Deep Impact Investing Podcast

For technical and scheduling reasons, our podcast, “Deep Impact Investing”, is going to take a hiatus. We’re not quite sure when we’ll be back, but we’ll be sure to mark our return with enough fanfare to catch your attention. In the meanwhile, please take a close look at the episodes we have here – surely, among the more than 100 episodes we’ve recorded over the last few years, there’s something here for you!

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Ep 102 – Beyond Profits – Investing for a Sustainable Tomorrow

By Deep Impact Investing Podcast

Is your investment portfolio merely a financial plan, or is it a catalyst for worldwide change? Wondering how your investments can help save the planet? Kimberly Griego-Kiel and Johann Klaassen unravel the mysteries of a circular economy and regenerative capital.

Read More
CustodiansResourcesTax

Account Custodians and Tax Forms

  “ … but in this world nothing can be said to be certain, except death and taxes.” — Benjamin Franklin   Most of us are not excited about the prospect of paying taxes every spring — but, perhaps in hopes of getting an unpleasant task out of the way…
Johann Klaassen
February 20, 2024
Our Approach

Sustainable, Socially Just Investment Practices

Horizons specializes in personalized service that takes into account your values, lifestyle, goals, and current financial situation. Our clients range from experienced investors to newcomers to the world of finance, those who seek to expand an existing portfolio, young people just starting out, people looking to manage a recent inheritance or plan for retirement—anyone seeking to support SRI principles as a way of aligning their finances with their values.

Unlike some large investment houses that include SRI as a smaller, less important offshoot of their overall business, Horizons maintains SRI as our exclusive focus, and pursues SRI values in our overall business practices as well as in our personal lifestyle choices. More about us…

Horizons is a proud member of US SIF: The Forum for Sustainable and Responsible Investment

Getting Started

Your initial consultation is free of charge.

While it is not necessary to bring any documents with you to our first meeting, it can be helpful to have any pertinent investment statements and tax returns at hand to assist us further in evaluating your needs.