We formed in late 2014 as the result of a failed succession plan that was ten years in the making. Since then, we have completed three acquisitions and two mergers of fellow SRI industry veteran practices, successfully transitioning over 95% of the clients, while honing our succession team and process.
We pursue these opportunities because core to the vision of who we are and why we exist, is the idea that we must connect across generations to foster the ongoing evolution and growth of the field.
Our firm is committed to upholding the high integrity of SRI industry pioneers, by providing responsible investors with continuity of prudent and thoughtful wealth management services that authentically represent their values.
Many SRI Advisors and money managers do not have a succession plan, which we believe represents a significant continuity risk to their clients and to our entire industry. We hope to help mitigate this risk by offering our succession partnership services when we're a good fit. If you're a senior SRI professional and would like to explore this type of relationship, please contact one of our Principal Advisors to get acquainted.
If you are interested in becoming a client, please complete this short form to schedule a call with one of our advisors and explore how we might work together.
Interested in joining a dynamic and committed team with aspirations to make the world a better place?
Please see the following list of job opportunities and let us know if you might be a good fit:
*Note that all positions are remote, offer generous benefits, and bonus compensation packages based on the candidates level of experience and dedication. We value diversity and are an equal opportunity employer.
If you're working on an investment opportunity, shareholder campaign, or policy advocacy issue that we can support, please contact us!