WE MANAGE INVESTMENTS FOR THOSE SEEKING FINANCIAL PROSPERITY AND INTENTIONAL SOCIAL IMPACT
What we offer
An Integrated Approach
We work with clients in a comprehensive way that includes both financial planning and investment management, injecting analysis of social and environmental impact at every stage of the process. Our financial planning is focused on defining big picture goals and provides the context for investment decision-making. With our investment management, we use our expertise to implement and work towards those long-term objectives.
Financial Planning
Our approach to planning starts with discovery – what are the things you want for your life? What are the things you want to change in the world? This is always a unique process. Sometimes our focus is on important basics like planning for retirement or saving for college. Often our work is more expansive and we’re exploring how our clients might redistribute their wealth, whether or not growth is truly the objective, or how money can help, say, make reparations for racial inequalities. For many clients, we discover there is a greater emphasis on change-making than on wealth accumulation.
Investment Management
Our Investment Management service offers a spectrum of equity and balanced account strategies to meet a range of client risk and return objectives. Across strategies, we integrate environmental, social, and governance (ESG) factors with traditional financial analysis. Our approach to finding promising long-term investment opportunities involves identifying companies with visionary management, best-in-class practices, and innovation around solving environmental and social challenges. We actively manage and regularly report on your investment portfolio and its performance from financial, social, and environmental perspectives.
The climate IMPERATIVE
We invest in solutions to mitigate climate change and to help people – including the world’s most vulnerable – adapt to a warming planet. We advocate for companies and countries to transition away from fossil fuels and towards a sustainable and just energy future.
our impact framework
Avoid the no-go zones
Social investors have always had no-go zones around sin and controversy, and risk. We also have our non-negotiables: companies whose core business includes things that directly conflict with the world we want to see. These include manufacturers of fossil fuels, tobacco products, automatic weapons, and operators of private prisons.
invest in leading companies
We analyze Environmental, Social, and Governance (ESG) factors to identify investment opportunities and risks, with the goal of making better investment decisions. The companies we invest in are not perfect, but they are paying attention. They are setting targets and owning accountability. They are innovating around new products and processes and investing in their people. As a result, they are, in our estimation, leaders.
tap investor power for change
We target a portion of client portfolios to direct investments that get capital to communities and projects that otherwise wouldn’t go – investments that deliver social impact alongside a financial return. We use our voice as investors to push for change by engaging with companies and countries. In addition, we collaborate with other committed investors to leverage our collective power via shareholder campaigns, owner advocacy, and proxy voting.