Schedule Your Consultation

Choose the conversation type that best fits your situation. All consultations are complimentary and without obligation. Note: We can't promise prompt email responses, but we're great at keeping scheduled appointments!

🏠 Retail Investors

Individual investors looking to align their personal portfolios with their values

Schedule Discovery Call

💼 RIA & Advisers

Financial advisers interested in our investment strategies for their clients

Schedule Adviser Meeting

🏢 Institutional

Institutional investors, foundations, and large-scale investment opportunities

Schedule Institutional Call

Prefer to start with an email? Use our contact form and we'll get back to you when we can.

What to Expect

Initial Conversation

We'll discuss your values, investment goals, and current portfolio situation.

Ethical Alignment Review

We'll review how our screening criteria align with your personal values.

Strategy Discussion

We'll explore which of our strategies might be the best fit for your needs.

Next Steps

If we're a good fit, we'll outline the onboarding process and timeline.

No obligation consultation.

We believe in finding the right fit for both parties. There's no pressure to move forward, and we're happy to answer questions even if we're not the right match.