Harrington Investments, Inc.

Harrington Investments, Inc. is a registered investment adviser based in Napa, California, specializing in socially responsible investing (SRI) since its establishment on November 24, 1982. The firm offers discretionary portfolio management services to various clients, including individuals, trusts, estates, charitable organizations, and corporations. Harrington Investments follows a strategy that seeks both financial return and positive social impact, with a focus on Growth, Balanced, and Income investment objectives. The firm conducts internal and external research to analyze securities, including equities and fixed income securities, and may invest in private alternative investments compatible with its SRI strategy. Clients are charged asset-based fees ranging from 0.25% to 1% based on the market value of their accounts. Harrington Investments acts as a fiduciary, putting clients' interests first and providing investment advice in clients' best interests. The firm requires a minimum investment portfolio of $1 million for discretionary accounts, with the option to waive this minimum. Harrington Investments also offers financial planning and investment consulting services on an hourly basis. The firm votes proxies in fully discretionary accounts based on social and economic criteria and the best economic interest of the client. Harrington Investments reviews client accounts semi-annually, with portfolio managers monitoring accounts weekly. The firm's supervised persons, including John Harrington, Jeff Field, and Rebecca White, adhere to a Code of Ethics and are subject to compliance monitoring. Clients' assets are held by custodian Charles Schwab, and the firm maintains investment discretion with a Limited Power of Attorney. Harrington Investments' proxy voting guidelines cover various issues, including director independence, executive compensation, social and environmental proposals, and mergers.