HOW YOU INVEST

 YOUR MONEY

MATTERS

Your money has the ability to earn competitive returns while positively impacting society and the environment. We invest responsibly, in conjunction with you and your values, in well managed, ethical companies in a way that betters the world without sacrificing returns. 

NEGATIVE SCREENING

We seek to avoid investments in companies and sectors that needlessly harm the environment, people, or animals. This is important as we don't want our clients hard earned money funding business practices that don't align with their values. Generally, we seek to avoid investing in companies engaged in the following business practices or industries:

FOSSIL FUELS

POSITIVE SCREENING

Your money can do amazing things. We seek out investments in companies that benefit the world and promote client values. We will never make an investment in a company solely based upon its impact. It is important that every company has a viable business plan implemented by effective leadership, a strong competitive advantage, and a favorable share price. We look to over weight investments that promote:

CLEAN AIR

SHAREHOLDER ENGAGEMENT

As shareholders we are given certain rights that allow us to engage with a companies management team. We use this platform as a way to open a dialogue on ways to improve their ethical behavior. As we continue to grow, and manage more assets, our ability to influence management will also continue to expand. The more dollars invested in an ethical and active way, the more companies will have to consider all stakeholders not just the profit maximization seeking investor. 

Is there an issue were not thinking about, but should?