Bond&Devick Wealth Partners

Not verified. Claim this page

Visit Website

Bond&Devick Wealth Partners Sustainability Actions

SRI investing for 30 years

At Bond&Devick, our model is centered around Goals-Based Financial Planning driven by client values. For decades, we have been pioneers in Sustainable, Responsible, and Impact (SRI) investing. While "Green Investing" has gained popularity in recent years, we have been deeply committed to this approach for over 30 years, establishing ourselves as leaders in SRI investing in the Minneapolis-St. Paul area.

Uses ESG tools and questionnaires

We have tools and questionnaires that help us create a tailor-made portfolio based on what is important to our clients. Here is an example of one of our tools, "YourStake". This robust report will help us determine which investments are the right fit for your goals.

Discusses shareholder advocacy

RJ Devick, Partner and Financial Advisor talked with Emily Lee, VP Business Development with IMPAX Asset Management to discuss shareholder advocacy in a company effort to combat these climate crises. IMPAX is an asset management firm that works to invest in companies with net-zero emission goals and engage with companies on how to shift towards more sustainable steps.

13

Supports ACLU of Minnesota

RJ sat down with Jana Kooren, Community Engagement Director, of the ACLU of MN. The ACLU was founded 100 years ago and works in the courts, legislatures and communities to defend and preserve individual rights and liberties guaranteed in the US Constitution. RJ and Teresa are supporters of the ACLU of MN as the group has been a leading advocate in the state to protect the rights of refugees and immigrants.

10 16

Highlights B Corps partnership

RJ Devick, Partner of Bond&Devick Wealth Partners and David Reiling, President and CEO of Sunrise Bank discuss the importance of Balancing Profit and Purpose. How these 2 like-minded, Certified BCorps companies based in Minneapolis-St. Paul are effecting positive change by using business as a force for good.

What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Bond&Devick Wealth Partners

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States

Powered by  GDPR Cookie Compliance
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.