Helen Rake,CFP® has been a member of the investment industry since 1999. Ms. Rake has been associated with Collins Capital Management since March of 2004 where she serves as a Principal of the firm, Portfolio Manager and a member of the firm's Investment Committee. In 2010, Ms. Rake developed and launched the firm's first Socially Responsible Model Portfolio along with research tools to customize allocations according various environmental, social, moral and governance criteria. This innovative model allows even the most discerning client the ability to invest according to their conscience. She also developed and implemented a green office program significantly reducing the environmental impact resulting from the firm's daily operations. Because of these efforts, in June 2010 Collins Capital Management was recognized as an EPA WasteWise Partner firm. Helen has made it a mission to bring a better understanding of Socially Responsible Investing (SRI) to consumers and investors on the First Coast and beyond. In 2011, Ms. Rake’s vision of bringing a sustainable business networking and education organization to Florida was realized when she founded the first chapter of the Green Chamber of the South known as the Northeast Florida Green Chamber based in Jacksonville, Florida to serve 7 counties in the NE Florida region.
