At Strategy Squad, we specialize in helping women, couples, and progressive inheritors of wealth to make sure their money and finances reflect their values. Our socially responsible investment portfolio management services, provided in partnership with Natural Investments LLC, are designed to bring positive change to our clients’ families, communities, and the world. We offer specialized support, tailored to each individual and family, so that they can make a meaningful contribution with their wealth.
Our experienced team is dedicated to providing the best possible service for our clients. We take pride in offering personalized advice and support to help each person achieve their financial goals while making a difference in the world. We provide comprehensive portfolio management, with a focus on ethical and sustainable investing, and also offer financial planning and education to ensure our clients have the tools they need to make sound decisions.
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