Our Services & Offerings
How we can serve you:
As part of our mission, we seek to educate and open doors to new ways of thinking and being in corporate America. In this spirit, we have several offerings to best meet your needs:
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Portfolios are specifically structured based on your needs, objectives, personal values, and our market analysis. We manage individual funds, brokerage accounts, retirement plans (IRA’s, solo 401(k’s), profit sharing plans), corporate funds, and non-profit accounts.
We offer several strategies for ESG / SRI investing in public markets described in detail below. For accredited investors we also offer Private Equity opportunities.
Our Unique & Tailored Investment Approach
We incorporate ESG / SRI factors into our investment process for public markets which can be applied to all types of accounts including retirement, individual, non-profit, profit sharing plans, and so on. tailor the portfolio to you.
Private Market Opportunities
We are currently “testing-the-waters” in creating a fund of funds to invest in private equity portfolios and managers who are excelling in the impact and ESG / SRI space. We plan to apply our combined 50+ years’ experience in capital markets to vet opportunities and build a robust portfolio of high impact, values-driven organizations making waves, innovating, and facilitating loving change focused on people, environment, community, and food. Get in touch with us to learn more.
ESG / SRI Research, Screening, & Scoring
We offer our proprietary ESG / SRI screening results and research to other advisors and institutions looking for more ways to analyze the data. We can provide reports that analyze your portfolios, buy lists, and more to provide our insight and ESG / SRI scoring results. Please contact us for more information.
401k / 403b Plan Advising
We can review your company or non-profit’s 401k or 403b plan and act as the 3(38) Investment Manager and assume a complete investment fiduciary stance as recognized by ERISA. In this role we can bring ESG / SRI strategies to your company’s employees. We can review your TPA and current expense structures to realize efficiencies while providing investment options aligned with your organization’s values.
We will thoroughly review your current and future financial goals and develop a plan to make sure you are on track to reach those goals.
This analysis can include planning for all life events such as:
- Education funding
- Purchase/sale of a business
- Estate planning
Financial planning is essential to ensure that you can cover your basic needs, secure your lifestyle, and prepare for the unexpected. Everyone is different and no one plan will suffice for every unique individual’s needs. We offer a comprehensive review, tailored to you.
Through aggressive letter writing campaigns to management and boards, active proxy voting, and shareholder activism, we seek to hold management accountable and nudge them to deeper introspection for corporate decisions.
Join our mailing list and follow our blog to stay up-to-date.
Activist Proxy Voting
Proxy voting is one way in which we can make our voices heard. We strive to bring attention to shareholder initiatives and vote along ESG / SRI guidelines as an additional avenue to nudge companies in the right direction. From appropriate pay practices to increased transparency to environmental initiatives, we will vote and encourage others to vote on those proposals that bring us closer to our goals.
Education & Knowledge Sharing
Through blog and social media posts, we are looking to spread the good word of those who are working towards a better future. By sharing stories, ideas, and becoming a central hub for impact investing, social change, and other stories, we hope to encourage a contagious wave.
Join our e-mail and follow us to stay up-to-date on what we are doing.
For more information on how we can best serve you please contact us.