Real Impact

Across all asset classes in every account under our management, we integrate our client's intentions by adhering to their core values, investing responsibly, and seeking out ways to make financial returns along with real impact.

Core Impact Criteria
Our clients have an opportunity to express their investment intentions by selecting the core criteria that best reflect their priorities.

  • Climate Change: Seek investments in renewable energy and clean technology, including green building and transportation, while avoiding investments with any revenue or products generated/sold by or to the oil and gas industry.

  • Women's Equity: Seek investments where women have ownership and serve in decision making positions while avoiding investments in organizations with all-male boards.

  • Economic Justice: Seek investments in companies scoring high on median worker pay and sectors that help support a healthy middle-class while avoiding investments in companies with egregiously overpaid CEOs, and replacing big banks with regional banks.

  • Racial Justice: Seek investments in affordable housing, black-owned businesses, best-in-class education, and companies with formal diversity commitments while avoiding prisons, companies profiting from detaining migrants or predatory lending.

  • Socially Responsible: Seek investments in mission driven enterprises while avoiding companies and industries that derive profits from diminishing their customer's well-being, like weapons, military contractors, tobacco, junk food, gambling, social media, and mining.

Shareholder Engagement
We actively research opportunities and engage as shareholders and members of the socially responsible investment community, to influence company and public policies that we find to improve both the financial well-being of our investments, as well as our overall impact in the world. The following themes generally represent current campaigns we support:

  • Climate Change

  • Waste & Pollution

  • Labor Force & Economic Justice

  • Consumer Health & Safety

  • Gender & Diversity

  • Education & Ethical Media


By leveraging shareholder advances that competitor companies have adopted, our strategy seeks to create sea changes within industries where healthier standards can be implemented across the market to the benefit of all stakeholders. We post our recently signed resolution letters to give you an idea of how these engagements can take shape.

High Impact Direct Investments
We mobilize private capital to address some of the world's most pressing social and environmental challenges, while seeking financial returns for our investors. We believe that risks are reduced, and opportunities increase when financial returns are adjusted to account for environmental and social impacts. Companies are more resilient when they understand their impact on all stakeholders instead of pursuing only a short-term, extractive financial return to shareholders.

We hold the vision of a society that is sustainable and humane.  We use the following principles to facilitate where we believe our private capital will best be allocated to fulfill this vision:


  • We operate with the values of honesty, transparency, wisdom, and courage.

  • We seek positive financial returns on investments aligned with one or more environmental and/or social justice impact themes, including but not limited to sustainable agriculture, addressing climate issues, racial and gender equity, reducing the wealth gap and supporting education.

  • Preference is given to investments in organizations that may have difficulty accessing capital, as opposed to well-established companies and industries that have reliable sources of funding.

  • Emphasis is placed on the potential impact capacity of the underlying investment.

  • We are open to financially prudent investments in non-profits, co-ops, and other entities with innovative ownership structures that seek to benefit all stakeholders.