Socially Responsible Investment Management,
Estate Planning and Family Wealth Management
We have deep-seated commitments to socially responsible investing
and environmentally sustainable business practices.
We are a registered Benefit Corporation (B-Corp ®).
Customized portfolio construction that utilizes both public and private equity as well as fixed-income products, with a focus on volatility and risk mitigation.
Legacy & Estate Planning
Legacy Planning includes wills, trusts, and other estate-related resources, as well as both short-and long-term charitable giving.
Triple Bottom Line
People: Work/life balance and fair business practices,
Planet: Sustainable and environmentally conscious business practices.
Profit: Our goal is to maximize our clients' investment profits without sacrificing the world we all share.