I have had a strong interest in finance and economics as well as a passion for the environment for most of my life. I believe in the immense power of markets to drive societal change. I've managed my own investment portfolio for almost two decades, and I started considering climate impact as far back as 2012. I've been engaged with investor communities to exchange perspectives and learn. I hold a FINRA Series 65 license to be a financial advisor.
Before becoming a financial advisor, my professional experience has been at Epic Systems and Nordic Consulting, including as a director. I lived and worked in the Netherlands and Singapore, which has given me experience with markets outside of the US.
Investment portfolios should be tailored to the individual - both their goals and values. In general, my approach is to use lower cost index-type funds for broad market exposure, selecting from funds that have some sort of sustainability mandate. I help clients consider trade-offs between various types of funds with different mandates. I also add exposure to individual companies that are climate positive and have strong fundamentals. This unique approach is what sets me apart from other advisors. I spend a significant amount of time researching different aspects of the energy transition and sustainability in order to avoid companies that are exceedingly risky. Then I pair that with a fundamental evaluation of the stock and make recommendations.
The foundation of Future First Finance is investment management for people who want to be climate positive but don't have the time or interest in managing those investments themselves. For that assistance, I charge a tiered fee as follows:
$100k minimum
This is a blended rate, so if you had $1 million invested, the overall fee would be 0.75% (the weighted average of applicable rates).
My fees for financial planning and portfolio review are tailored, depending on what questions you are looking to answer. Assume that the fee will be between $1,000 to $3,000 depending on how complex your situation is and how many questions you have. For more details, contact me and we'll work together on the specifics.
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