Welcome

The Social Equity Group (SEG) is a Registered Investment Advisory firm specializing in socially responsible investments. We have been providing socially responsible money management services to individuals, businesses and institutions since 1992. We have offices in Berkeley, Healdsburg, Santa Rosa and Sebastopol.

We offer clients comprehensive financial services which address both financial goals and social concerns – the double bottom line. This is not just a “feel-good” approach; many studies have confirmed that socially responsible investing does not mean that you will be sacrificing performance¹ – in fact it can frequently enhance it.

At the Social Equity Group we are proud to be different from traditional investment advisers. We are deeply committed to the same ethical values as our clients: a sustainable world, social justice, and peace. We come from an advocacy background and have participated in social action for many years.

Our unique approach allows us to tailor our services to your specific needs and values. We are committed to providing excellent, prompt and professional service to our clients. When you call our offices, you get a human being, not a lengthy phone menu! (And we have a great sense of humor too.)

The best way to get started is to request a complimentary financial review. There is no cost or obligation to figure out how we can best work together.

1 Social Investment Forum; “Moskowitz Prize Study Removes Doubt Over Link Between Strong Corporate Social and Financial Performance”, Baus, William; October 2004