Find an Advisor: Midwest Region

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Contact Information

Address:
2226 S. Airport Rd. W., Suite C
Traverse City, MI 49684

Email me

Phone: (231) 933-4396

Fax: (231) 929-9612

Kristi Avery

Professional Focus and Services

FOR Investment Partners is an independent firm of Accredited Investment Fiduciaries - AIF® - who focus on Sustainable, Responsible, Impact Investing for Charitable Organizations - Endowments - Individuals & Foundations. We have been helping investors invest with intention for over 30 years. Our goal is to help align investors financial resources according to the values of the organization or individual without sacrificing returns.
 
Investing today FOR a better tomorrow.

Professional Affiliations

  • US SIF - The Forum for Sustainable Responsible Investment 
  • ICCR - Interfaith Center of Corporate Responsibility 
  • Green America 
  • Traverse City Chamber of Commerce 
  • Great Lakes Business Network

Education and Experience

AIF - Accredited Investment Fiduciary
Series 24,7,65,63