Seeking strong financial returns is just our starting point. We align your wealth with your values, led by a team as diverse as the world we invest in. For 30 years, we have managed values-aligned sustainable portfolios for individuals, families, religious institutions, and nonprofits. 

Active Ownership, Not Just Screening 

We screen out companies that don’t meet our standards, but that is just the start. We also use our position as shareholders to engage directly with companies, vote proxies with purpose and file shareholder resolutions when change is needed. Rather than simply walking away, we can stay invested and use our seat at the table to encourage real world impact. 

30 Years of Experience & Aligned Incentives 

Since 1997, we've managed sustainable portfolios through multiple market cycles. We're 100% employee-owned, so our incentives align with yours, not quarterly flows. In an industry short on diversity, we lead by example: our leadership is majority-female, and our investment team is majority people of color. As a Certified B Corporation we hold ourselves to the standards we expect from your portfolio companies. 

1. How We Build Your Portfolio  

We start with your financial objectives: risk tolerance, time horizon, and income needs. From there, we construct diversified portfolios across public equities and fixed income, tailored to your specific goals, values and circumstances.  

2. How We Research Companies 

Our experienced investment team conducts its own research rather than relying on third-party ratings. We have seen many investment cycles and business model disruptions in our careers and pride ourselves at identifying high-quality companies trading at compelling valuations. We evaluate companies with a long-term perspective for financial durability, environmental risk, labor and social practices and governance quality.

3. Investing for the Long Term

We think well beyond the next quarter. This patient approach allows us to identify investments with long-term competitive advantages and hold them accountable over time. Our focus is on building resilient portfolios designed to pursue clients’ long-term investment objectives.