Sustainable Investing Process 

Our investment strategy allows you to invest without sacrificing your values or returns. Here’s how we do it:

 

ESG Integration

 

Our investment models integrate ESG (Environmental, Social and Governance) criteria by choosing best-in-class companies. 

The below image shows some examples of ESG criteria.

ESG Criteria.png

Alternative & Community Investments  

We offer unique alternative investments (non-stock/bond) that provide more targeted impact into specific sectors of sustainability or social justice.

 

Shareholder Advocacy

Our investments work to change the corporations they are invested in through proxy voting, shareholder resolutions, and direct dialogue with corporations.

 

We aim to educate and increase your understanding of Sustainable and responsible Investing. If you’d like to learn more, or if you have specific questions you can contact us directly to setup an appointment. 

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