Concentrated ethical portfolios for investors who refuse to compromise
We hand-screen thousands of companies, exclude 57% of the S&P 500*, and build high-conviction portfolios where ethics and excellence converge. Fully transparent. Radically different. Fiduciary always.
Ethics Reveal Quality
We view ethical screening not as a limitation, but a luxury. Eliminating low-quality companies upfront reveals something profound: the businesses that survive our scrutiny are those woven into the fabric of healthy social systems. They grow because communities need them to grow. They succeed through reciprocal value exchange, not extraction. This insight that ethics reveal quality creates portfolios radically different from the market at large.
When ethics and excellence converge, sustainable investing outcomes follow.
PRINCIPLES THAT GUIDE OUR WORK
PROCESS
Institutional Rigor, Boutique Attention
We combine analytical depth with personalized service. Every holding is hand-researched, every client relationship carefully tended.
Radical Transparency
Our exclusion criteria are open source. Our process is documented. Our reasoning is clear. You deserve to understand exactly what you own and why.
High-Conviction Concentration
We maintain focused portfolios of 15-25 companies. Depth of research over breadth of holdings.
PRACTICE
Continuous Evolution
Ethics is not static. As companies evolve and disappoint we adapt. Our screening is a living framework, refined through ongoing research and client dialogue.
Intellectual Honesty
We acknowledge uncertainty, learn from mistakes, and evolve our approach. Humility serves our clients better than false certainty.
Business-Focused Investing
We invest in companies, not stories. Real businesses with proven models, sustainable advantages, and ethical operations.
Each strategy offers a different approach to ethical investing, with varying levels of diversification and implementation.
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Growth Strategy
Our Flagship Approach
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| Focus: | 15-25 Companies |
| Screening: | Full Implementation |
| Management: | Active & Continuous |
| What you own: | Direct Securities |
Concentrated ethical portfolios built from individual securities. Our most comprehensive approach with full transparency and direct ownership.
Explore Growth →|
Income Strategy
Ethics Meets Yield
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| Focus: | Income Generation |
| Screening: | Full Implementation |
| Management: | Active & Continuous |
| What you own: | Direct Securities |
Screened for ethics and optimized for yield. Bonds, preferreds, and other income-producing securities meeting our standards.
Explore Income →|
Diversification Strategy
Externally Managed Funds
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| Focus: | Broader Markets |
| Screening: | Ethical Alignment |
| Management: | Active & Continuous |
| What you own: | External Funds |
Access broader market exposure through carefully selected ethical funds. For clients needing wider diversification while maintaining values alignment.
Explore Diversification →OUR SIGNATURE PROCESS
How We Build Ethical Portfolios
Comprehensive Ethical Screening
We begin where others end. Our multi-factor screening excludes companies involved in fossil fuels, weapons systems, factory farming, tobacco, gambling, and those failing our governance standards. This isn't performative—it's foundational. We cast a wide net, continuously monitoring corporate behavior, partnerships, and evolving business models. When companies disappoint, we divest. When emerging risks appear, we investigate.
Fundamental Analysis
Ethics alone don't make an investment. From the companies that pass our screens, we identify those with durable competitive advantages. We evaluate business quality through multiple lenses: market position, financial strength, management integrity, and growth sustainability. This isn't about finding perfect companies—it's about understanding which imperfect companies are worth owning and at what price.
Portfolio Construction
From thousands screened to hundreds researched to 15-25 owned. We size positions based on conviction level, business quality, and risk contribution. Concentration enforces discipline—every holding must earn its place. The result: portfolios where you understand what you own, why you own it, and how each position contributes to your long-term objectives.
Continuous Monitoring and Evolution
Investing isn't static. We monitor holdings daily, reassess theses quarterly, and evolve our process continuously. When facts change, we act. When clients raise concerns, we investigate. When new risks emerge, we adapt. This isn't passive indexing—it's active stewardship of capital aligned with values that matter.
Individuals and Families
Investors seeking deep alignment with professional portfolio management and sustainable investing outcomes.
Start Your Journey →Financial Advisers
RIAs and wealth managers looking for high-conviction ethical investment strategies for their clients.
Partner With Us →Institutions and Foundations
Endowments, foundations, and family offices requiring documented ethical frameworks and fiduciary implementation.
Institutional Solutions →Ready to align your wealth with your values?
We work with a select number of clients who share our commitment to ethical excellence.