A complete list of active advisors currently associated with Harrington Investments, Inc.
Warmer can help you find a great advisor at Harrington Investments, Inc. or one who fits your needs even better.
Harrington Investments provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, corporations and other business entities, and also offers financial planning and investment consulting on an hourly basis. The firm’s practice focuses on individual and high‑net‑worth clients and manages accounts in accordance with each client’s stated investment objectives and social investment criteria. The firm follows a socially responsible investing (SRI) approach that combines exclusionary negative screens (for example excluding tobacco, weapons, gambling and certain nuclear interests), inclusionary ESG analysis, and fundamental financial research to build portfolios from a proprietary list of roughly 60–70 companies. Portfolios are constructed to target Growth, Balanced or Income objectives and may include individual stocks, investment‑grade bonds, screened mutual funds and, for suitable clients, private alternative investments or private equity/debt that meet HII’s SRI and financial criteria. Compared with many peers, HII maintains formal referral and business relationships with other advisers — notably The Social Equity Group and Sustainvest Asset Management — for which it receives compensation when clients are referred and whose involvement is disclosed to the referred clients. The firm also discloses the use of private and less liquid alternative investments for accredited clients and maintains a detailed, SRI‑oriented proxy voting policy that guides voting on environmental, social and governance matters.
To learn more about the advisors currently working at Harrington Investments, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Napa, CA
| 10
| |
Napa, CA
| 38
| |
Napa, CA
| 19
|
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