Sustainability is a growing area for investing; estimates suggest that somewhere around 4.5% of the world's Gross Domestic Product will be invested in sectors responding to sustainability issues by 2050*. I have been helping clients manage their wealth for more than 30 years. I provide a full ...more

Sustainability is a growing area for investing; estimates suggest that somewhere around 4.5% of the world's Gross Domestic Product will be invested in sectors responding to sustainability issues by 2050*. I have been helping clients manage their wealth for more than 30 years. I provide a full range of wealth management solutions, including investing, financial planning, and all other financial decision making. Recently, my personal passions have driven me to pursue what I call "Investing for Positive Change." I believe that successful people can use their money, through investing, to create the kind of systemic change our society needs. Money can help solve problems, providing it is invested wisely, in companies that create the kind of solutions we need. This imperative need not compromise performance, either -- with the proper skill, experience and hard work, it is possible to find investments that accomplish both purposes. My particular interest are in the areas of climate change, access to food and water, and human wellness. I am committed to working with clients who want to be a part of the solution *World Business Council for Sustainable Investment (2010). "Vision 2050: The New Agenda for Business." The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.less