Todd Walker

GreenvestĀ® - Wells, Vermont

I have been a registered SRI advisor since 2004, first as the Vermont office manager for Progressive Asset Management, and now as a founder of Greenvest.  I bring a unique financial background to Greenvest and my clients. As an award-winning financial writer in the investment, insurance and banking industries for more than 25 years, I gained a wide range of product and planning knowledge before becoming a financial advisor assisting individuals, businesses and institutions. 

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

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 issues, 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 to start - taxable, tax-advantaged or trust accounts - 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
  • Vermont Businesses for Social Responsibility
  • Gold Certified Business - Green America
  • Certified Business "Champion" by .eco  (www.greenvest.eco)
  • Finance and Investment Committees of the Board of Trustees of Green Mountain College, Poultney, VT
  • Treasurer of the Board of Directors for the Four Winds Nature Institute, Chittenden, VT.

Education and Registrations

  • BS, Bentley College, Waltham, MA
  • Registered Investment Advisor Representative
  • Life, Accident and Health Insurance Producers License

Complimentary Current Portfolio Evaluation

So you can sample the quality of our analysis, experience and recommendations 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 free "second opinion" on your current holdings by SRI experts, and a chance to evaluate us in more detail as well.  Again, there is no charge or obligation for this introductory service.

Disclaimer

Securities offered through Vanderbilt Securities, LLC, member, FINRA, SIPC, registered with MSRB.  Advisory Services offered through Vanderbilt Advisory Services, LLC. Clearing Agent: National Financial Services, LLC. Supervising Office: 55 Main St, Suite 415, Newmarket, NH 03857 (603) 659-7626.  

Todd Walker 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).