Rob Libon

Greenvest - West Whately, MA

I have been a registered SRI advisor since 1999, first as a member of Progressive Asset Management, and more recently as a co-founder of Greenvest.

Greenvest is a team of Financial Advisors with collectively 41 years of SRI/ESG experience who provide personal consulting on socially responsible investing, then create custom investment portfolios that align with each client's individual social values, risk tolerance and financial goals.  Whether it is supporting renewable energy, organic food, or community development, we believe proactive investing can be used as a powerful force for social change.

We also offer "negative screening," keeping unwanted companies such as those involved with weapons manufacturing, fossil fuel, fracking, pipelines, and nuclear power, as well as the more egregious corporate citizens such as Wal-Mart and Monsanto, out of client portfolios.

In our long experience as SRI advisors, we have learned that more than anything people want a trustworthy personal consultant to help them make the right SRI choices.

That's the Greenvest difference.  We take the time to really listen to your financial needs and social concerns, then explain in plain English every concept so you feel truly comfortable in moving ahead.  We help guide you to the right types of accounts: taxable, tax-advantaged or trusts - to maximize long-term returns. We create customized SRI portfolio(s) for your unique situation and beliefs, and we are available to you throughout the year to answer questions and monitor your investments.

Services Provided:

  • One-on-One SRI Consulting
  • Social Investment Screening Based on Your Individual Values
  • Asset Allocation Planning
  • Retirement Plan Optimization
  • Investment Selection and Customized Portfolio Creation
  • Ongoing Portfolio Monitoring and Rebalancing
  • Tax-Efficient Management
  • Shareholder Advocacy and Proxy Voting Advisory Service
  • Socially Responsible Retirement Plans for Businesses and Non-Profits
  • Community Investing
  • Low account size minimums

Professional Affiliations

  • First Affirmative Financial Network
  • Gold Certified Business - Green America
  • Certified Business "Champion" by .eco  (www.greenvest.eco)
  • Treasurer of the Board of Directors for the Watermelon Wednesdays Summer Concert Series, West Whately, MA.

Education and Registrations

  • BS, University of the Pacific, Stockton, CA
  • Registered Investment Advisor Representative
  • Series 6, 7, 62, 63, 65, 66

Complimentary Current Portfolio Evaluation

So you can sample the quality of our analysis before committing to any asset management relationship, we offer a complimentary and confidential evaluation of your current investments based on three important criteria: performance, risk and alignment with your social values. This gives you a chance to evaluate us in more detail.  Again, there is no charge or obligation for this introductory service.

Disclaimer

Representative registered with and securities offered through Vanderbilt Securities, LLC, a Registered Broker/Dealer, Member FINRA & SIPC, registered with MSRB.  Advisory Services offered through Vanderbilt Advisory Services, LLC.  Clearing Agent: National Financial Services, LLC.  Greenvest and Vanderbilt Financial Group are unaffiliated entities.  Office of Supervisory Jurisdiction: 55 Main Street, Suite #415 Newmarket, NH 03857. Phone: 603.659.7626.

Rob Libon subscribes to a package of professional services offered by First Affirmative Financial Network, LLC. He is not an investment advisor representative of First Affirmative. First Affirmative is not an affiliate or subsidiary of Greenvest. First Affirmative Financial Network is a Registered Investment Advisor (SEC File #801-56587).