Whether you're an individual investor, institutional client, or investment adviser, we provide sophisticated ethical investment solutions that align your portfolio with your principles without compromising on performance.
Our investment solutions are built around three core strategies, tailored to three distinct audiences, and delivered through multiple channels to meet you where you are.
Our Flagship Approach - High-conviction portfolios where our ethical criteria can be fully implemented without compromise.
Ethics Meets Yield - The same rigorous ethical screening applied to income-generating securities.
Discretionary Management - We identify and manage allocations to external funds whose approaches align with ethical investing principles.
Take your first step toward ethical investing or jump in with both feet. Our personalized approach helps you align your investments with your values while achieving your financial goals.
What we offer:
Scalable ethical investment solutions for endowments, pension funds, and institutional clients who require sophisticated strategies at institutional scale.
Our institutional capabilities:
Partner with us to serve clients who want their portfolios to align with their principles. We provide the specialized research, proven strategies, and operational support you need.
Adviser partnership benefits:
We exclude 57% of the S&P 500 through comprehensive ethical criteria that go beyond standard ESG metrics.
Our concentrated portfolios have delivered competitive returns while maintaining strict ethical standards.
As a registered investment adviser, we're legally bound to act in your best interests at all times.
Our screening criteria are open source. You'll always know exactly what you own and why.
Let's find the perfect solution for your needs. Contact us to discuss how we can help you achieve your investment goals while staying true to your values.