Entries by Robert Goellner

Max has been recognized as 40 under 40!

I’m proud to announce that InvestmentNews has recognized my partner, Max Mintz as a 2019 40 Under 40 Honoree! Max was chosen from a pool of about 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to make a list of 40 talented individuals. “I’m honored to be included in this year’s […]

Stewardship and Investing

My Partner and I are proud to be Social Entrepreneurs. Therefore, every day we talk about Sustainable, Responsible and Impact Investing (SRI).  We also talk about Environmental, Social and Governance (ESG) screening and scoring.  More importantly, we talk about managing risk, rates of return, portfolio growth and retirement planning. That’s our business! Making money for […]

Vanderbilt Honors Black History Month

  The purpose of this blog is to highlight our work and thoughts, but also the work of our partners and friends. Vanderbilt Financial Group, our Broker/Dealer and RIA, has a great blog post up honoring Esther Afua Ocloo, a pioneer in Micro finance. Our shared culture and values are some of the reasons we’ve […]