WEALTH MANAGEMENT WITH MEANING
Investing for profits that are sustainable and humane.
CHOOSE SERVICES THAT WORK BEST FOR YOU
We partner with individuals, families and organizations who want their investments to do better for themselves and the world. Our professional team of fiduciaries work hand in hand with each of our clients through a thoughtful process to help them define and achieve their financial and impact objectives.
- ESG Portfolio Management
- Direct Impact Investments
- Wealth Management
- Family Office Services
- Retirement Plans
- Owner Succession Planning
- Foundation & Endowment Support
We are passionate about helping people reach their financial goals while having a positive impact in the world
For nearly two decades leading in our field, we continue to hold the vision of a society that is sustainable and humane.
We are committed to diversity and inclusion, offering career and succession opportunities that attract the nation’s leading impact investment professionals.
In our view, considering the social and environmental impact of our investments is part of our fiduciary duty of care.
Beyond Capital with Catherine Woodman
More than 98% of all U.S. assets under management are managed by white men or firms led by white men. Similarly, only 2-3% of capital flows to women fund managers in private equity. Check out this episode of the Beyond Capital Podcast, with Catherine Woodman. For...
Investor Update Q1 2023
In case you were not able to join our Quarterly Investor Update on April 20th, below is a recording of the presentation to view at your convenience. We covered the market, the economy, our models' performance last quarter, and updates on our firm's impact and strategy...
Investor Update Q4 2022
In case you were not able to join our Quarterly Investor Update on January 19th, below is a recording to the presentation to view at your convenience. We covered the market, the economy, our models' performance last quarter, and updates on our firm's impact and...
Impact Investors In the Media
We are featured regularly in the media as financial experts in impact investing and advisory services.