Delivering strong financial returns is just the starting point. We align your wealth with your values, led by a team as diverse as the world we invest in. For 30 years, we have managed values-aligned sustainable portfolios for individuals, families, religious institutions, and nonprofits. 

Active Ownership, Not Just Screening 

We screen out companies that don’t meet our standards, but that is just the start. We also use our position as shareholders to engage directly with companies, vote proxies and file shareholder resolutions when we believe change is needed. Rather than simply walking away, we can stay invested and use our ownership to encourage change. 

30 Years of Proof & Aligned Incentives 

Since 1997, we've managed sustainable portfolios through multiple market cycles. We're 100% employee-owned, so our incentives align with yours, not quarterly flows. In an industry short on diversity, we lead by example: our leadership is majority-female, and our investment team is majority people of color. As a Certified B Corporation we hold ourselves to the standards we expect from your portfolio companies. 

1

How We Build Your Portfolio  

We start with your financial objectives:  risk tolerance, time horizon, and income needs. From there, we construct diversified portfolios across public equities and fixed income, tailored to your specific goals and circumstances.  

2

How We Research Companies 

Our experienced investment team conducts its own research rather than relying on third-party ratings. We have seen many investment cycles and business model disruptions in our careers and pride ourselves at identifying high-quality companies trading at compelling valuations. We evaluate companies with a long-term perspective for financial durability, environmental risk, labor and social practices and governance quality.

3

Investing for the Long Term

We think beyond the next quarter. This allows us to identify investments with long-term competitive advantages and hold them accountable over time. Our focus is on building resilient portfolios designed for long-term performance. 

1. Proxy Voting 

Every shareholder has the opportunity to vote, but how those votes are cast matters. We update our voting policies every year to reflect emerging risks. We vote against directors at companies that fail important  governance standards such as excessive management compensation. 

2. Shareholder Advocacy 

We send letters to management. We request meetings. We file shareholder resolutions for a vote at annual meetings. The point isn't the filing. It's the change. We measure outcomes, not press releases. 

3. Public Policy Action 

Company-by-company engagement has limits. When broader change is needed, we work with other investors and organizations to advocate for policies that address systemic risks affecting companies, markets, and communities.