secure,simple,centralized online financial record keeping George Rose Donny Jerry

Socially responsible investor

Rose is thinking about the big issues.

She drives a hybrid, recycles everything, and won’t buy stocks in companies that exploit the environment. She’s stopped deliveries of paper statements, but her spam filter sometimes backfires and toasts an important email from one of her financial advisors. She files taxes online but is increasingly concerned that the complexity of her financial life will limit her ability to manage her multiple accounts while being a socially responsible investor.

A friend from the town’s Recycling Committee sent Rose a link to VaultStreet, and she saw a solution to many of her pressing issues. Now her financial documents are collected, organized and filed in a secure, electronic filing cabinet, without sacrificing a single tree. She has instant access to her records, the ability to organize them as she wishes, and the freedom to share them – electronically – with her trusted advisors.

Sometimes sustainable investing and financial freedom is being able to plant a tree.

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