75: Helen Rake: Invest Based on Your Values for Both Profits and a Higher Good

Helen is President and Portfolio Manager of Synergy Asset Strategies, Inc.(SASI) a Registered Investment Advisor. She has strived to improve lives through her work in the investment industry. As a sought after speaker and writer, she has promoted greater awareness of the unique financial challenges women face and now in the same spirit of service works to educate her clients and the public on all forms of Socially Responsible and Values-Based Investing. She created SASI to promote and facilitate investing according to one’s most intimate and closely held values making investing a more personal and meaningful exercise. By incorporating ethical, environmental, social, and/or moral criteria in investment choices she believes that one can make money and make a difference. This idea is reflected by her firm’s tagline: YOUR MONEY + YOUR VALUES = PROSPERITY YOUR WAY.

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