INSTITUTIONAL CLIENTS; RELIGIOUS, EDUCATIONAL, AND NON-PROFIT ORGANIZATIONS,

AND CORPORATE RETIREMENT PLANS 


  • We provide expertise in constructing and monitoring investment policies.
  • We work closely with investment committees to integrate the organizations' values into their investment portfolios.

    For organizations that are committed to socially responsible investing:

    • We have nearly three decades of experience working in the field of socially responsible investing. 

    • We customize and individually manage each portfolio in accordance with our client's goals and environmental, social, and governance (ESG) concerns.

    • We screen our investments in order to determine whether their businesses and management teams are aligned with our clients' values.

    We are an investment firm purchasing securities that have been screened with ESG criteria and that meet our own social responsibility guidelines.