INVESTMENT STRATEGIES

Available Investment Strategies

Our comprehensive suite of ethical investment strategies, each designed to meet specific investor objectives while maintaining our commitment to values-based investing.

Growth

FLAGSHIP STRATEGY
YTD Return: 19.29%
1 Year: 24.02%
3 Year: 16.15%
Since Inception: 4.67%
  • Risk Level: Full market exposure
  • Holdings: ~25 positions
  • 100% Full Criteria
  • Best For: Long-term growth
  • Inception: Oct 2021
VIEW DETAILS →

Diversification

Core Strategy

Our balanced approach combines stocks and bonds for diversification

YTD Return: 8.79%
1 Year: 15.72%
3 Year: -
Since Inception: 12.59%
  • Risk Level: Full market exposure
  • Holdings: ~25 positions
  • 100% Full Criteria
  • Best For: Long-term growth
  • Inception: Jan 2024
VIEW DETAILS →

Income

Core Strategy

Our bond strategy provides stable income with capital preservation

YTD Return: 1.22%
1 Year: 7.32%
3 Year: -
Since Inception: 4.59%
  • Risk Level: Full market exposure
  • Holdings: ~25 positions
  • 100% Full Criteria
  • Best For: Long-term growth
  • Inception: Jan 2024
VIEW DETAILS →
STRATEGY RESOURCES

Documentation & Research

Learn more about our investment approach, methodology, and compliance practices.

Investment Process

Systematic four-step approach combining quantitative analysis with ethical screening

Due Diligence

Comprehensive documentation for institutional due diligence processes

Performance & Reporting

Transparent performance tracking and comprehensive client reporting

GET STARTED

Ready to Align Your Investments with Your Values?

Our team is here to help you choose the strategy that best fits your financial goals and ethical principles.

SCHEDULE CONSULTATION START ONBOARDING LEARN OUR PROCESS