3rd Week of January 2021 thoughts
Updated: Feb 4
“Treat the Earth well. For it was not given to you by your parents. It was loaned to you by your children.” - Kenyan Proverb
Formerly Skye Advisors LLC, Sustainable Advisors Alliance LLC took shape when some of the brightest minds, and most experienced advisors, began to explore what we could accomplish if we combined all of our skills and knowledge to work for each other…and for the benefit of our collective clients.
Skye Advisors LLC was a Fee-Only-ESG-Fiduciary-RIA domiciled in Oklahoma, but we soon found that the reach of our clients and the combined value of our portfolios called for us to be registered with the SEC. Tuesday, January 5th, 2021 opened with the Sustainable Advisors Alliance (SAA) receiving our notice from the SEC that our filing had been accepted and we were up and running. 😊 why does this matter to you?
Registered Investment Advisors (RIAS) are a fiduciary and have a duty to act in your best interests, all day, every day. For more about sustainable / impact investing go to our website: www: Sustainableadvisorsalliance.com
To reach the editor of this letter email email@example.com
Founding Members: we will list new partners as they leave their former firms and join SAA.
Ø Julie Skye | Tulsa OK
Ø Krista Strohoffer | Boulder CO
Partner Profile | the face of financial advice just got brighter
Julie Skye | Julie launched Skye Advisors in December 2017 when she combined her experience with her passion for Sustainable – Impact Investing. Building and managing investment portfolios using the Triple Bottom Line,Skye Advisors…and now Sustainable Advisors Alliance turns money into change agents that enable investors to tackle the issues of our day. Reach Julie at: firstname.lastname@example.org
Krista Strohoffer| Krista has specialized in Sustainable and Socially Responsible Investing (SRI) since 1999. When selecting investments, SRI looks beyond the financials to include the environmental, social and governance (ESG) records of a particular investment. How a company treats its employees, its community, the environment and the consumers of its products sheds light on how well that company is managed and how well that company is likely to compete in the long term. These non-financial variables are ESG variables. Reach Krista at: 303.413.6025 and email@example.com
Collaboration and co-operation between Schwab, SAA and First Affirmative (FAFN) will make the transition to SAA-Schwab easier. I will be sending you a letter that contains language called “Assignment & Assumptions” where we will give you 30 days to notify me if you DO NOT want to move to SAA. Once we get this process in motion, there will be a 3-day window where I will not have access to your account. Your Schwab account numbers, log-ons and passwords will remain the same and you will be able to access or make transfers them during that time. Stay tuned! 😊 Why does this matter to you? Even with the ease of Schwab’s Docusign, all you will need is to Adobe Sign your client engagement agreement & FAFN release! Stay tuned: life just got easier for all of us!
Constancy noun con·stan·cy | \ ˈkän(t)-stən(t)-sē
In short supply. Synonym – Sustainable Advisors Alliance
Phone | 918.408.7981