B Lab is a nonprofit organization dedicated to using the power of business to solve social and environmental problems.
©Copyright 2012 B Lab. All rights reservedAbout human investing
Since its founding in 2004, human investing has been chosen by both individuals and institutions to guide them in all aspects of their financial existence.
Significant assets offer tremendous opportunities, but with opportunity come complexity and challenges. Whether it’s one of their Workplace Investing team members assisting a Plan Sponsor to determine the best 401(k) plan for their company and its employees, or a Wealth Management team member assisting a family in planning for their future, human investing's team excels at solving their clients’ problems that often keep them up at night.
Our initiative to become a B corporation really came out of our desire as a company to connect with like-minded companies. We formed human investing from the ground-up with an organic desire to not just serve ourselves but serve our employees, our clients, our vendors, and the community around us. We took the training, knowledge, and experience learned at a large brokerage firm and combined that with our desire to engage in the world around us through stewardship and partnership. Our business is not just about investing, it is about caring for the people we do business with as 'human's.
The Change We Seek™
The financial services delivery model is broken. We seek to fix it. Unlike traditional financial consulting firms, human investing is uncompromising in its ability to solve the challenges its clients face. By creating a team of professionals who share the same values, human investing puts unprecedented control, power, knowledge and opportunity squarely on our clients’ side of the table.
With no conflicts of interest, no selling pressure, no inflated promises or incomplete truths, human investing is free to offer unbiased and conflict-free advice. Selling nothing, taking no hidden fees or commissions—human investing works exclusively for our clients with only their best interests in mind.
human investing
- Product/Services: Financial and retirement planning
- Location: Lake Oswego, OR
- Ownership: Private
- http://humaninvesting.com/
Summary:
Certified: May 2010| Points Earned | % Points Available | |
|---|---|---|
| Accountability » | 12.3 | 82% |
| Employees » | 44 | 73% |
| Consumers » | 17.9 | 30% |
| Community » | 34.5 | 64% |
| Environment » | 3.3 | 17% |
| Composite B Score | 112 |
- >80 out of 200 is eligible for certification
- >60% points available = Area of excellence
Highlights:
From B Impact AssessmentCommunity: >60% local suppliers, 1000hrs volunteer service donated, >20% profits given to charity, >50% local customers
Employees: 100% paid a living wage, >80% health insurance premiums covered, >3 weeks maternity leave, >75% take time off for community service
Environment: >50% print materials use recycled paper