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Our Clients

We man­age money for insti­tu­tions such as foun­da­tions, endow­ments, reli­gious, and other orga­ni­za­tions as well as for indi­vid­ual investors, trusts, and fam­i­lies in both tax­able and non-​taxable forms. Many of our accounts have all-​equity bench­marks although we also man­age bal­anced accounts. We also have the abil­ity to work with smaller accounts. Please click here for more infor­ma­tion on this ser­vice. We are happy to help you explore how your social val­ues could trans­late into your portfolio.

Our focus on our clients fun­da­men­tally shapes our busi­ness model and our invest­ment phi­los­o­phy. We believe the median invest­ment man­ager has per­sis­tently trailed appro­pri­ate bench­marks by tak­ing exces­sive risks more com­men­su­rate with its incen­tives rather than the clients’ objec­tives. The vast major­ity of our new busi­ness has come from con­tin­u­ing refer­rals from our clients. The close rela­tion­ships we enjoy with our clients often stems from the extra dimen­sion we bring by under­stand­ing their eth­i­cal val­ues and con­cerns, not just their risk tol­er­ance and invest­ment objectives.

We hope to attract more clients of all kinds, par­tic­u­larly pro­gres­sive insti­tu­tions that have been so badly mis­led and mis­treated by the pro­fes­sional invest­ment com­mu­nity and are so well suited to our approach.