Once limited to excluding certain companies from an investment portfolio, the idea of socially responsible investing has blossomed into a category that is rich in options and outcomes. Our approach considers the full spectrum of asset classes from equities to fixed income to venture capital (VC) investing. We identify investment opportunities that have the right balance between competitive performance and positive impact. We put you first, working closely to come to a full understanding of the causes and issues that shape your perspective on this type of investing.
Our selection process carefully reviews the policies and procedures, governance, and management practices of the companies and organizations that we believe are best aligned with the issues, causes and criteria you have outlined. Our goal is to offer you investment choices that provide solid rates of return and maximum societal or environmental change.
We invite you to meet with one of our knowledgeable advisors for a no cost, no obligation review of your current investments and to discuss how you can put your capital to work for causes you want to support.