Horizons Sustainable Financial Services

Horizons Sustainable Financial Services Horizons Sustainable Financial Services
Invest like you give a damn! Portfolios focused on Environ

Horizons Sustainable Financial Services, Inc., is a Registered Investment Advisory firm incorporated in the state of New Mexico and Registered with the SEC. Horizons and its advisors offer a full range of investment services to further socially conscious values. Whether you’re already familiar with Socially Responsible Investment (SRI) principles or looking to learn more about them, we can guide y

ou in both selecting investments that support your personal values and engaging in shareholder advocacy to positively influence corporate behavior. We specialize in highly personalized attention to each individual investor’s financial goals and values, tailoring your portfolio and financial planning vehicles to reflect your own unique profile. Additional information about us is available at http://adviserinfo.sec.gov; our CRD # is 164970 and our SEC File # is 801-120599.

Here's a bit of interesting information: The IRS might owe you some money, if you paid penalties and/or interest on tax ...
05/29/2026

Here's a bit of interesting information: The IRS might owe you some money, if you paid penalties and/or interest on tax bills in 2020 through 2023. We're not offering tax advice, of course, but you may want to check and see if you're eligible for a refund.

It’s probable that “tens of millions” of taxpayers have paid this sort of penalties and interest during the COVID years. You can check your tax history to see whether you are among those impacted.

Non-partisan researchers at the RAND Corporation have published studies on the consequences of the last 50 years of risi...
03/31/2026

Non-partisan researchers at the RAND Corporation have published studies on the consequences of the last 50 years of rising . We summarize the research here.

(And there's a picture of Triumph! 🥰 )

Non-partisan researchers at the RAND Corporation have published studies on the consequences of the last 50 years of rising economic inequality.

https://santafe.com/podcast/business-matters-march-21-2026/ Horizons' CEO Johann A. Klaassen was on the Santa Fe Chamber...
03/24/2026

https://santafe.com/podcast/business-matters-march-21-2026/

Horizons' CEO Johann A. Klaassen was on the Santa Fe Chamber of Commerce's radio show / podcast, "Business Matters", this past weekend. He talked (in very general terms) about who we are and what we do. He's the first guest — just press play!

/ / /

We're glad that our friends at As You Sow and the Interfaith Center on Corporate Responsibility (aka ICCR) are taking th...
03/20/2026

We're glad that our friends at As You Sow and the Interfaith Center on Corporate Responsibility (aka ICCR) are taking this on.

— — —

Lawsuit Seeks to Block Change by SEC that Encourages Companies to Exclude Shareholder Proposals from Company Proxy Materials

New market commentary: It's not time to panic our way into losing sight of our long-term strategy. As we so often say, "...
03/13/2026

New market commentary: It's not time to panic our way into losing sight of our long-term strategy. As we so often say, "don't just do something, stand there!" — Oh, and maybe rebalance.

Is it time to panic? Probably not. Stay invested, stay diversified, and stay active in the world, working for the things you care about.

A great piece from our friends at Nia Impact Capital
02/27/2026

A great piece from our friends at Nia Impact Capital

As we close out Black History Month, we call on investors to step in to adopt a racial equity lens. Together we have the power to shift our economy to be more equitable, more representative and more inclusive.

Read our latest blog for 9 steps to incorporate a racial justice lens when making investment decisions: https://www.niaimpactcapital.com/post/investing-for-racial-equity

What a great story! We're so pleased to be able to support Artemis, and so many other wonderful animals, through our col...
01/05/2026

What a great story! We're so pleased to be able to support Artemis, and so many other wonderful animals, through our collaboration with Española Humane.

So happy to help support Española Humane — and hopeful that little Inara won't have to wait long for her forever home!
12/11/2025

So happy to help support Española Humane — and hopeful that little Inara won't have to wait long for her forever home!

Reflections on  ,  , and   more generally.  Plus the story of Johann's dog, Triumph.  :) Española Humane — Native Health...
11/23/2025

Reflections on , , and more generally. Plus the story of Johann's dog, Triumph. :)

Española Humane — Native Health Initiative — The Food Depot — Solace Sexual Assault Services




https://horizonssfs.com/november-gratitude/

Address

535 Cerrillos, Suite A2
Santa Fe, NM
87501

Opening Hours

Monday 10am - 5pm
Tuesday 10am - 5pm
Wednesday 10am - 5pm
Thursday 10am - 5pm
Friday 10am - 5pm

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