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ALIGNING INVESTMENTS AND VALUES

Our goal is to educate our clients and the general public about ways they can align their investments with their values through ethical investing. We specialize in working with clients to craft an investment portfolio that delivers market rate returns while also making an impact, because we believe you can invest in ways that reflect your values without compromising the opportunity to seek attractive returns on your money.

VARIOUS APPROACHES

ESG EVALUATION

We can analyze your portfolio, and help you avoid companies that are objectionable to your values. This involves removing assets from your investment portfolio that don’t reflect your values, such as investments in weapons and tobacco.

TARGETED IMPACT

We can create a thematic portfolio that targets specific challenges and solutions. For example, you can build a portfolio that focuses on gender diversity or green energy or healthy living

RESTRICTION SCREENS

We can help you evaluate a corporation’s environmental, social, and governance impact and structures.

IMPACT INVESTING

Impact investing directs capital to enterprises that generate social or environmental benefits. We can help you ask the right questions as you invest in private enterprises that are structured to deliver specific, positive, social, and/or environmental impacts.

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