Vision & Mission
Client Advisory Team
For nearly two decades leading in our field, we continue to hold the vision of a society that is sustainable and humane, imagining where capital needs to flow in our financial markets to help get us there.
We believe that, by directing our investments with intention, we can earn competitive financial returns capitalizing companies and sectors to make a positive impact in the world.
We serve socially responsible investors as fiduciaries, integrating their values and financial goals into an overall wealth management strategy, using a prudent and thoughtful process.
Asset Management Team
Service Support Team
Across all asset classes in every account under our management, we integrate our client's investment intentions by adhering to their core impact criteria, engaging as shareowners, and seeking out high impact investment opportunities to fully activate the entire portfolio for real impact.
Our portfolio management process is founded in the dual mandate of achieving our client’s financial goals, as well as their social and environmental impact objectives. To satisfy this directive, we have developed an investment strategy and process that is unique in our industry.
Who are Impact Investors?
Many groups and individuals throughout history have decided to commit their capital to a cause, but the concept of earning a financial return on top of the benefits to the greater good, is a relatively new paradigm in mainstream portfolio management.
Religious organizations are perhaps the earliest leaders in this space, along with governments, pension funds and family foundations. Today however, there are thousands of students from across the country who are challenging their universities to divest from fossil fuels through the Responsible Endowments Coalition. Thousands of institutions managing over $70 trillion have signed the United Nations-supported Principles for Responsible Investment.
In its 2018 Trends Report, the US SIF cited that one out of every four dollars under professional management in the United States is overseen with consideration of the investment's social and environmental impact.
As the sector grows, impact investing is becoming more accessible to the average investor, opening doors to cutting edge strategies previously only available to the wealthiest families and institutions.