SMART UMA Brochure
Learn more about our Sustainable, Tax Aware,
Climate-Focused Unified Managed Accounts
ESG / Impact Investing Solutions
for Financial Professionals Brochure
Learn more about our Sustainable, Impact, and ESG
Investing Solutions for Financial Professionals.
Redefining the Meaning of Prosperity
Learn more about and download the first chapter of Jeff’s book,
Beyond Success; Redefining the Meaning of Prosperity.
Jeff Gitterman is also an Associate Producer of the feature documentary film PLANETARY, in partnership with VIMEO, Reconsider Films, and Planetary Collective.
A complimentary viewing of Planetary Collective’s first short film, Overview, can be seen here: