Many companies strive to continuously innovate and progress — and Horizons Sustainable Financial Services is no different.
From SEC registrations to new software and platform additions, in this week’s episode, Johann Klaassen and Kimberly Griego-Kiel reveal some great changes and developments happening at Horizons.
In this episode, you will learn:
- What it means to be registered with the SEC
- Horizons’ latest sustainable portfolio improvements
- How the firm’s new software addition can help clients understand their portfolio impact
- And more!
Listen in and discover how these new developments can help clients like you to invest like you give a damn!
Resources: Horizons Sustainable Financial Services: 505-982-9661 | firstname.lastname@example.org | Johann Klaassen | Adasina Social Capital | Altruist | Jason Wenk | Charles Schwab Corporation | Folio Institutional