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

Our Company

For nearly two decades leading in our field, we continue to hold the vision of a society that is sustainable and humane.

Our People

We are committed to diversity and inclusion, offering career and succession opportunities that attract the nation’s leading impact investment professionals.

Our Process

In our view, considering the social and environmental impact of our investments is part of our fiduciary duty of care.

Latest Insights

2022 Market and Economic Outlook

2022 Market and Economic Outlook

We recognize on this Martin Luther King Jr. Day, that the need and opportunity for a more just and equitable society creates both personal as well as professional motivation for us. For those of us investing our money towards that outcome, here are some of the main...

Highlights from 2021

Highlights from 2021

With a challenging year behind us, we’re taking a moment to recognize some of our key successes as we celebrate both the ending and beginning of something new. Heading into 2021, our firm was conducting a month’s-long search for a Senior Portfolio Manager to oversee...

Top 10 Responsible Holiday Traditions

Top 10 Responsible Holiday Traditions

As we close out the year with gifts and expressions of gratitude toward loved ones, we wanted to offer some ideas for those holiday shoppers who wish to reduce their environmental impact during this time of year. With all the meat consumption and packaging waste...

Impact Investors In the Media

We are featured regularly in the media as financial experts in impact investing and advisory services.

SPEAK WITH AN ADVISOR

Submit the form and schedule an appointment to speak with us.

CUSTOM HTML FORM

You have Successfully Subscribed!

SUBSCRIBE TO OUR NEWSLETTER

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!