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Investing that reflects your values & helps you achieve your financial goals

You care about your community, the environment and the ethics of the companies you support. Now your investment practices can help you meet your financial goals, and reflect your values.

Spring Water Asset Management provides a refreshing approach to managing your assets that enables you to fulfill your financial goals while making a positive impact on communities and the earth.

We specialize in socially responsible investing (SRI) that considers environmental, social and corporate governance criteria in addition to standard financial analysis.

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Values

You want an investment advisor with the highest standard of integrity. That is why Spring Water Asset Management has adopted and endorses the CFA Institute's "Code of Ethics and Standards of Professional Conduct."

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Products & Services

We provide our clients with a variety of socially responsible investment products including equity securities, commercial paper, certificate of deposits, municipal securities, mutual funds, options on securities and real estate investment trust securities.

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