About
We exist to help meet the complex financial needs of our clients. We operate with the belief that both capitalism and our philanthropy can be a powerful source of good. We seek to implement strategies where companies thrive by creating value for the common good and, in turn, create profits that allow our clients to experience positive financial outcomes.
This mission is accomplished through representing the “three corners” – people, planet and profit – in each unique client engagement.
We implement by helping investors, individuals and institutions alike, use investments (think your IRA or Endowment) to work towards achieving a stated financial objective while also creating positive impact on the environment, human rights, racial and gender equity.
