Our investment strategies are designed to align your portfolio with your values while delivering strong financial performance.
Professional portfolio management aligned with your values. Each strategy is carefully constructed to meet specific investment objectives while maintaining our commitment to ethical investing.
Our comprehensive suite of ethical investment strategies, each designed to meet specific investor objectives while maintaining our commitment to values-based investing.
The Growth Strategy invests in companies that generate positive impact the same way they generate revenue. We focus on businesses whose core products and services create measurable social and environmental benefits while delivering strong financial returns.
The highest rated externally managed funds in our universe.
An ideal complement to our highly concentrated Growth and Income strategies for investors seeking greater alignment with broader market performance.
The highest-rated securities in our universe that generate income.
A curated combination of bonds, preferred stocks, closed-end-funds, and other income producing securities.
| Strategy | Focus | Risk Level | Time Horizon |
|---|---|---|---|
| Growth | — | Full market exposure | — |
| Diversification | — | Diversified market exposure | — |
| Income | — | Intermediate | — |
Schedule a consultation to discuss which investment strategy aligns best with your values and financial goals.