UNEP FI / PRI

The United Nations Environment Programme Finance Initiative (UNEP FI) is a unique global partnership between the United Nations Environment Programme (UNEP) and the private financial sector, advocating for "Principles for Responsible Investment," of which Smith Pierce is a proud signatory. 

 

New Client Accounts

Open a new account.   Answer some preliminary questions in our client profile form below, and in minutes you'll be on your way to socially responsible investing.  An investment advisor will follow up with you. 

Once you are a Smith Pierce client, within an online secure environment in Account Access you may:

  • Review current accounts, including
    • Portfolio positions, financial statements & other investment related information
  • Prepare capital gains tax reporting documents
  • Make deposits & complete other transactions
  • Review fees
  • Update account information
  • Open additional accounts

Client Profile Form - Preliminary Questionnaire

Please respond to the following questions as accurately as possible.  If you are unsure about specific financial data, general estimates will suffice to reflect this information at this preliminary stage.

This questionnaire will take approximately 3-5 minutes to complete.  Required elements are indicated by an asterisk.  You will need to press the "Submit Profile" button at the end of the questionnaire in order to successfully complete the questionnaire (if you do not receive a successful submission message after pressing the submit button, please scroll back and ensure that all required fields have been filled out and then resubmit).

To speak with a Smith Pierce associate by phone, call 1.800.554.7704.

 
 
 
 
 
Apartment/Suite # :: Address 2
 
 
 
 
 
 
 
 
 
 
Equity, Savings/Investments:: Home Equity, etc.
 
Mortgage Balance, Debt, etc. :: Mortgage(s), Debt, etc.
 
 
 
e.g. IRA/401 k, bonds, & other :: IRAs, 401k, etc.
 









Select all areas of interest to you. :: Select one or more
 













Select all areas of interest to you. :: Select one or more
 
 
Feel free to add any comments you want to make us aware of. :: Feel free to add comments.
 
  
 
 

Social K

Smith Pierce has partnered with Social(k) to provide a groundbreaking paperless retirement platform for 401(k) and profit sharing plans. Currently offering more than 2000 funds to choose from - included in these funds are approximately 150 Socially Responsible funds, Judeo Christian funds and traditional funds: with a breadth of styles ranging from actively managed funds, index funds and lifestyle funds.

DJSI

Launched in 1999, the Dow Jones Sustainability Indexes are the first global indexes tracking the financial performance of the leading sustainability-driven companies worldwide.