About a year ago, my business partner Neill Yelverton and I made an important decision - a decision to form a brand new Registered Investment Advisory (RIA) firm.
Over the last six years, we have been grateful to work with Micah Porter and Minerva Planning Group in Atlanta as our RIA. But we felt the time had come to break-out on our own and grow independently.
So we began the intense process of reviewing custodians, software, investment research, compliance and other integral business services. The process was exciting because we were basically starting from the ground up and we could choose the best offerings to provide the best services to our future clients.
We are proud to present our new name and visual brand, Earth Equity Advisors. Over the coming weeks, we will share more details about the transition and the story behind the new logo and name.
Since we opened our doors in 2004, we have never wavered from our focus on client service, our ethic of social and environmental responsibility, and our motivation to be the best and do the right thing. And we're proud to continue upholding this focus, commitment, and motivation as we move into 2017 with our Earth Equity brand.
We're excited to have you journey with us into this new era of aligning your investments with your values. If you have any questions, please give us a shout.