Social Responsible Investing

UPLIFT INVESTING is a boutique registered investment advisor, based in California, that empowers clients to grow their financial future through Socially Responsible Investing, an investment strategy that aligns investing with personal values. 

We recognize each customer is different. Our approach is to customize responsible investment portfolios that are as unique as each client. We add value by finding investment opportunities in those companies and projects with which our customers identify. Together we grow your financial assets as well as the goodness created from your investment. 

Contact us to learn more about our services