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 and prudence, we can earn competitive financial returns capitalizing companies and sectors to make a positive impact in the world.
We provide individuals, families and organizations with a team-based, comprehensive financial planning and investment advisory service, by integrating our client's impact objectives with their financial goals into an overall wealth management strategy.
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 uses SRI strategies.
Asset Management Team
Service Support Team
Board of Advisor Legends
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.
At Impact Investors we’re passionate about helping people reach their financial goals while making a positive impact in the world. Please join our community by following our blog or contact us to see how we might help you with your financial impact.