Provident Financial Group, located in the historic Erle Stanley Gardner Building at 21 South California Street in Downtown Ventura, is an independent financial advisory practice committed to the community and helping clients with socially responsible investment strategies that benefit the community as well their client portfolios.
“The demand for sustainable and impact investing is growing” said Tom Carroll, Financial Advisor and Principal at Provident Financial Group. “Investors now consider environmental, social and governance (ESG) factors across $8.7 Trillion of professionally managed assets, a 33 percent increase since 2014.”
“The majority of my clients are hardworking individuals who live in Ventura County and wish to retire with economic freedom and security as well as peace of mind. “
“SRI (socially responsible investing) involves making wise investment choices using the pillars of sustainability (economic, social and environmental). Investment education and awareness is a cornerstone of my practice. I help my clients create customized investment portfolios, which reflect their personal values and goals in support of environmental sustainability.”
Provident Financial: A New City of Ventura Certified Green Business
When it comes the in-house sustainability office operations, Provident also keeps an eye on the environment. The company has recycling bins throughout the office and diligently recycles paper, plastics and aluminum.
“We also only purchase recycled content paper as we’ve been moving away from copying, preferring to scan documents for online use. We also strongly encourage clients to sign up for digital communication and e-statements.
Building management installed LED lighting, which Provident uses as is needed. The office space utilizes the brilliant natural white lights from its large windows throughout. The building, which had a recent renovation, also uses low-flow toilets, faucets and LED lighting throughout.
“The owners were great about modernizing everything in terms of utilities — heating, lighting, using natural wood floors, exposed brick on the walls,” added Carroll.
Provident Financial Group, 21 South California Street, Suite 308, Ventura, CA 93001, (805) 652-0505, http://venturafa.com/
To find out more about becoming a City of Ventura Green Certified Business, contact: Lars Davenport, firstname.lastname@example.org
WATCH Provident Financial Group on Sustainable Ventura News below!