Have you built impactful, meaningful wealth?

The devotion that some individuals and families have to causes to which they give generously—through donations, advocacy or volunteerism—is redefining how they invest their wealth. 

Strategies and experience that transcend performance.

As you seek to align your values and beliefs with your desire to have a greater impact on the world’s most important environmental and social issues, we tailor our array of sustainable investing solutions and thoughtful advice to help you meet your objectives.

Goal setting

Balancing your sustainability goals with your financial goals.

For many years, you and your family have supported the causes, charities, or organizations that are important to you.  Providing financial support, engaging in advocacy, or volunteering your time have brought meaning for you and positively impacted the issues you care about.  Naturally, you may have also wondered “How do I similarly align my investments with my values?” or “What’s the best way to position my investment assets for positive impact, especially with regard to the causes that really concern me?”  And, importantly, “Do I have to sacrifice performance?”

We apply a diversified and flexible approach that strives to help you affect change on the companies you invest in specific to the issues that matter most to you. We help you earn a competitive return while having a positive global impact in your portfolio.



Sustainability investing strategies

A more targeted, measurable approach.

Thematic investing can be a powerful tool for a sustainability-minded investor. These strategies can complement a more broadly diversified sustainable investing strategy and allow investors to tilt their portfolios toward specific ESG impact such as environmental issues, water access and quality, workplace culture, or women’s leadership. When implemented appropriately, it can provide a targeted, measurable impact with the goal to deliver both a financial and a social or environmental return.

Family DNA

Fostering connections between generations.

Today, families are coming together around shared causes and collective passions. Sustainable investing fosters conversations about your family’s philanthropic goals, forging closer relationships between the generations as you learn more about each other. It’s an opportunity for younger generations to become more involved in shaping and sustaining your family legacy.

Sustainable Investing Insights

How can thematic investing help individuals and families align their values with how they invest their wealth?

As people seek to align their values and beliefs with their desire to have a greater impact on the world’s most important environmental and social issues, thematic investing is becoming an increasingly popular option. Read the entire article as it appeared in Worth magazine. Read...

Investing with Values – Q3 2020

Over the last several months, the issues of racial inequality and social and economic injustice have risen to the forefront. While these issues have persisted for years, the collective response is different this time. Not only have we witnessed a broader coalition of people protesting injustice in the streets,...

Sustainable Investing: Why is Doing Good For Society Also Good for Investors?

In this webinar, our advisors, Brian Presti and Marshall Rowe review how the role of a corporation is being re-defined, why corporate responsibility has moved from “nice to have” to “must-have,’ and why the COVID-19 crisis may accelerate these trends. This webinar addresses: The recent performance trends and record...

Your financial goals can achieve meaning.

Meet a team that can help align your wealth and passions.