Our Firm

At Gorge Sustainable Investing (GSI), we are an independent  full-service financial firm committed to helping clients (individuals and business owners) pursue their financial goals in a sustainable manner.  We offer a wide range of financial products and services. We believe that by working with GSI you will be better able to identify your goals and make informed decisions.  

 

GSI is committed to providing outstanding customer service and individualized attention, utilizing proven strategies and techniques.  Our process includes identifying our clients' goals and objectives, gathering data, processing and analyzing the data, presenting and implementing strategies, and monitoring the plan.  GSI has a relationship with a variety of financial service companies:

First Affirmative Financial Network, GSI is a Member

The advisors First Affirmative supports are sustainable, responsible, and impact (SRI) investing specialists. Each has been carefully vetted on the basis of SRI knowledge, investment experience and professional accreditations, and must abide by a rigorous code of ethics. They are also advocates in their own right for the common good, and actively contribute to the well-being of the communities in which they live and work.

GSI will get to know you personally, learning about your financial goals and priorities, your life circumstances, and they'll probe for your views on a range of environmental and social issues. Drawing from their experience and supported by our research and data, GSI will build a custom investment portfolio fully aligned with your values and financial goals.

Securities America

Through our Broker/Dealer, Securities America, Inc. and Investment Advisor, Securities America Advisors, Inc., GSI can offer first class investment products and services.  At the end of 2017, Securities America supports 2,506 advisors nationwide, with $86,650 MM in client assets under management and ranked as the 10th largest independent Broker-Dealer by Financial Advisor magazine (April 2018).

Ladenburg Thalmann

Ladenburg Thalmann Financial Services Inc. is the parent company to Securities America.  It is engaged in investment banking, equity research, institutional sales and trading, independent brokerage and advisory services  and  asset  management  services  through its principal  subsidiaries,  Ladenburg Thalmann & Co. Inc., Investacorp, Inc. and Triad Advisors, Inc. Ladenburg Thalmann & Co. was established in 1876 and has been a New York Stock Exchange member since 1879.

Effective financial planning takes time, experience and expertise. Fortunately, through your financial advisor's affiliation with Ladenburg Thalmann Financial Services you have access to a team of specialists who can provide you with comprehensive wealth management solutions tailored to your financial needs and goals. Ladenburg is the parent company of several firms that specialize in various wealth planning disciples such as portfolio management (Ladenburg Thalmann Asset Management), trust and estate planning services (Premier Trust) and sophisticated life insurance solutions (Highland Capital Brokerage).

SEI

SEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States. The company describes itself as "a global provider of investment processing, investment management, and investment operations solutions.  

Gorge Sustainable Investing

GSI working in conjunction with experts at these affiliated firms, will provide unbiased advice, support and solutions for both simple and complex financial plans.  Please call us if you have any questions about our firm or the range of financial products and services we provide.

 

Protecting Our Clients Values, Investments & Quality of Life in a Sustainable Customized Approach