DeYoe Wealth Management

Socially Responsible Investing

Members of the forward giving alliance shall exercise his/her best efforts to act in good faith and in the best interest of the client and in support of the client’s mission.

  • Investment Impact – The forward giving alliance recommends Socially Responsible Investing (SRI) at every opportunity.  We do not believe we should profit through investments that may undermine the good works important to other Mission Driven Organizations.
  • Local Impact – All members of the Forward Giving Alliance agree to recycle a minimum of 50% of their profits from their Endowment/Foundation Services back into their own charitable giving plans.  As the founder of the Forward Giving Alliance, Jonathan DeYoe is committing 100% of our Foundation / Endowment services profits towards his family’s charitable giving plans.
  • Global Impact – We do not believe it is enough to be “Green.”  We believe in META-sustainability and are curious about the “science” of sustainability.  We invest in research to harmonize the different silos of sustainability.


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