Partner-owned, independent wealth management firm specializing in impact, ESG, and sustainable investing. Dedicated to aligning financial assets with values and visions for the future.
2007
Partner-owned
Moderate risk tolerance, balancing financial returns with social and environmental impact.
San Francisco, Ca, United States
About
Mission
Our mission is to build well-diversified portfolios that align with our clients’ financial and impact goals. We invest in intentional opportunities connected to core impact investment themes such as Climate Solutions, Racial and Gender Equity, Sustainable Agriculture, and Community Wealth Building.
Values
Integrity, equity, justice, global sustainability, diversity and inclusion, community and connection, authenticity.
Participant Demographics
Serves individuals, families, foundations, endowments, and nonprofits.
Investment Strategies
Track Record
Team Experience
Decades of advisory and impact investing experience.
Notable Achievements
Certified B Corp since 2011, pioneering impact investing firm.
Project Track Record
Transitioned multiple portfolios to 100% mission-aligned investments.
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San Francisco, Ca, United States
Legal & Compliance
SEC
No major violations noted.
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