Investment Management

Your investment portfolio will be tailored to and managed with your specific goals and our principles for investment and investment philosophy.

DIVERSIFIED PORTFOLIOS

These may incorporate individual stocks (equities), bonds (fixed income), mutual funds and or exchange traded funds and will be constructed to address your unique needs and circumstance.

EQUITY PORTFOLIOS

Consist of a well-diversified basket of globals leaders, or companies that have industry leading operating fundamentals and strong ESG characteristics. Equity portfolios are benchmarked against the MSCI All-Country World Index.

FIXED INCOME PORTFOLIOS

Consist of a diversified portfolio of individual credit holdings with an emphasis on projects that have positive impact. Fixed income portfolios are benchmarked against the Barclays U.S. Government /Credit Bond Index.

FOUNDATIONAL ACCOUNTS

For the investor just beginning to build their wealth, and are a portfolio of exchange traded funds (ETF’s) which most closely represent our view of impactful, responsible, global investments.