After 22 years in wealth management, I’m incredibly excited to announce that I’ve transitioned to entrepreneurship. With my co-founder Nancy Sagar, we’ve officially opened Brighter Investing, a Public Benefit entity specializing in Sustainable & Impact Investing. We’re a full-service Atlanta financial advisory firm & also offer investment-only services for those who want to get started with Sustainable & Impact Investing with a portion of their portfolio.
During my many years in the industry here in Atlanta, I was fortunate to work for a firm that gave me invaluable experience in all aspects of the business — from sales to operations, advisor to leadership. Yet several years ago, I started feeling a strong desire to launch my own firm. The pull grew stronger and a few months ago, I knew it was time.
It’s been an exciting few months and I’ve learned a lot during that stretch …
- Most people care about helping others or fixing something in this world. But in many cases, other than charitable giving, they just don’t know how.
- Sustainable investing is not just about divesting from “sin” stocks. It’s a much broader discipline that can lower risk in a portfolio while generating returns.
- Private capital can make a big difference in solving some of our world’s most pressing challenges.
- Small actions matter and can make big impacts over time.
I’m incredibly excited for Brighter’s future.
As a Public Benefit entity, our mission is to encourage our clients to move toward sustainable and impact investments, which divert resources toward the environmental, social, humanitarian, corporate governance and other issues that affect their families’ lives today or in the decades to come. As a “for profit” company, our job is to deliver that public benefit while delivering excellent financial advice AND achieving competitive returns for our clients.
This commitment to the triple bottom line – people, planet and profit – is one of many reasons I’m so excited about what we’re doing.
We’re officially open for business!
We opened our doors on April 1. I’d love to get together to re-connect and tell you a little more about what we’re doing. You can learn more about sustainable investing, our financial advisory and investment management services, our mission and team here on our new website (hope you enjoy), and please get in touch with me here.