Expertise: Values Based Investment Management


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What does it mean to be a Conscious Entrepreneur? Join us as Helen shares her journey as a successful entrepreneur and provides an inside view on how you can make money by making a difference and become a Conscious Millionaire.

Discover how to become a Successful Entrepreneur. Helen is President and Portfolio Manager of Synergy Asset Strategies, Inc.(SASI) a Registered Investment Advisor. She has strived to improve lives through her work in the investment industry. As a sought after speaker and writer, she has promoted greater awareness of the unique financial challenges women face and now in the same spirit of service works to educate her clients and the public on all forms of Socially Responsible and Values-Based Investing. She created SASI to promote and facilitate investing according to one’s most intimate and closely held values making investing a more personal and meaningful exercise. By incorporating ethical, environmental, social, and/or moral criteria in investment choices she believes that one can make money and make a difference. This idea is reflected by her firm’s tagline: YOUR MONEY + YOUR VALUES = PROSPERITY YOUR WAY.

What is a marketing strategy that has generated profits?

Helen’s strategy is to work with a public relations and media specialist for help with social media and a quality website.

Is there a success book you recommend?

Ethical Markets by Hazel Henderson – Get the Book

What does “Conscious” mean to you?

Being engaged in the reality of things; being aware of reality while keeping dreams in focus; constantly learning, growing, and changing as an individual.

What is the legacy that you hope to leave?

Helen wants to be known for her integrity of transformation to local financial systems.  Also, she wants to be the best business person she can be and set a good example.

Would you like to promote a cause that you support?

Women’s World Banking –

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