Partnership with Eventide

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As you look to grow your business and deepen client relationships our aim is to support you with resources to help you accomplish your goals.

Our partnership includes three components:

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Education

Despite the growth of values-based investing, it can be hard to find consistent, compelling resources to both support your own education and share with your clients. We offer a variety of educational webinars throughout the year, along with a steady flow of aligned client-approved resources to help you deliver excellent service to your clients. See the Resource Center
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Portfolio Illustrations

The number one roadblock advisors face in this area, in our experience, is the impression that it’s difficult to build high-quality values-based portfolios. The Investment Consulting Group (ICG) was established to demonstrate that one can build sound values-based portfolios. Our team consists of experienced CFA charterholders who create illustrations to match advisors’ values and constraints.
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Client Engagement

Most advisors recognize the growing trend and opportunity that is available with values-based investing, yet many struggle to apply it to grow and differentiate their practice. To answer this challenge, our team can come alongside you to support you with materials and speakers to educate and encourage your clients and prospects.
Become one of our valued partners

Get in touch with our dedicated staff to help you get started.

Connect with our team to get started with partnership