We are an SEC-registered investment advisory firm founded in 2016, with a diverse staff hailing from three continents and having earned decades of investment experience. From our headquarters in Boise, Idaho, we manage hundreds of millions of dollars for clients across 20+ states. Our clients come from a range of backgrounds and typically invest anywhere from $500k to $25 million with us. They are individuals, families, non-profit organizations, and institutions, all of which want to have means with meaning.

• Certified B-Corp

• Employee Owned

• Woman-led

• 100% committed to sustainable, responsible, and impact investing