What We Do





Socially Responsible Investing 

At Rainbow Investment Solutions we believe the best long-term investments are in companies that combine strong financial performance with a solid commitment to creating products and services that are safe for the consumer, the environment, their employees, and their local communities. We can assist you in screening your investments according to your specific core values, social justice issues and environmental concerns.

  • Stocks, Bonds, ETF’s, Mutual Funds and Community Investment Notes
  • 401(k), 403(b), SIMPLE, SEP and Individual Retirement Accounts (IRAs).
  • Fee based financial planning and consulting services
  • Portfolio Analysis and asset allocaton
  • Retirement Plans for Individuals and Small Businesses
  • College Savings Plans
  • Public, non-traded Real Estate Investment Trusts
  • Endowment Fund Management
  • Fixed and Variable Annuities
  • Income strategies in retirement
  • Money Coaching
  • Long Term care Insurance and planning
  • Life Insurance

Planning and Consulting 

We will customize a plan to meet your needs whether it’s a single goal or a comprehensive evaluation of your current and future financial state. We gather information through in-depth personal interviews and questionnaires. Information gathered includes your current financial status, future goals and attitude towards risk. We carefully review the information you supply and prepare a written report. Implementation of any recommendation is entirely at your discretion. Many of our clients work with us for a fee, based on an annual percentage of assets managed. However, we also consult on an hourly basis. Occasionally, a commission-based product may be appropriate, as well as life, health, disability or long-term care insurance. All fees are fully disclosed before we begin


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