Abacus has extensive expertise in mission-based, sustainable investing, manage $3B in assets, and have been in business since 1987. Our philosophy is that every investment has an impact, it’s just a question of whether you pay attention to it and ...
At Adasina Social Capital, we're committed to making large-scale, systemic change through investments in public markets.
Our diverse team of people from non-traditional backgrounds works closely with the communities we intend ...
Agility is a global, independent advisory and asset management firm with approximately $11.1 billion of commitments from institutional and private investors around the world. The firm is a private limited partnership with approximately 415 ...
Alvarium Tiedemann | AlTi is the financial ideas company, delivering transformational solutions that create enduring value.
We are a global wealth and asset manager, in the business of turning powerful ideas into high-performing strategies and ...
Founded in 2001, Angeles is an independent employee-owned multi-asset investment firm that builds sophisticated, customized portfolios for institutional and private wealth investors. Working as a seamless extension of our clients, our investment ...
Arjuna Capital works with high net-worth individuals, families and foundations to create a suite of sustainable investments that makes sense to and for the client. At the heart of these relationships is an ongoing, in-depth conversation about the ...
Avivar Capital is a U.S.-based SEC registered investment advisory firm focused on managing impact investment portfolios and developing impact-driven funds and families of funds on behalf of clients. Avivar assists foundations, banks and other ...
Ballentine Partners is a client-centric investment and wealth management firm dedicated to integrity and independence.
As an independent company, the advice we give is entirely objective and focused on your best interests, with no product sales or ...
Bivium Capital Partners, LLC, is a registered investment adviser providing advisory solutions and emerging manager research to a wide array of clients. The Firm’s name is Latin for “a place where two roads meet”: It epitomizes the qualitative and ...
Cambridge Associates is a leading global investment firm that delivers innovative portfolio management services to institutional and private investors. For more than 40 years, Cambridge has focused on discovering new ways to add long-term value to ...
Candide Group directs capital away from an extractive global economy towards investments dedicated to social justice and sustainability.
Capricorn’s core belief is that sustainable investment practices can enhance long-term risk-adjusted returns. We manage globally diversified long-term portfolios comprised of both external managers and direct investments across all asset classes, ...
Established in 2005, Caprock is built on the belief that there is a better way to manage wealth. The firm is a privately-owned multi-family office with locations in San Jose, New York, Seattle, Newport Beach, Park City, Austin and Boise. With ...
Formed in 1992, Corundum Group is a Registered Investment Advisor that oversees approximately $1.4 billion in assets. Originally organized as a family office, Corundum Group augments its investment advisory platform with estate planning support, ...
Essex Investment Management is an independent, employee-owned institutional investment firm that incorporates environmental sustainability and social factors into our portfolio management process. We believe the environmental, social and governance ...
FEG is a registered investment advisor with a predominate focus on nonprofit organizations. Since its founding in 1988, they have partnered with institutional investors to develop sophisticated, globally-diverse portfolios designed to help enhance ...
Fiduciary Trust International helps clients discover and articulate their values- and mission-based objectives; document them in a sustainable investing strategy statement; and construct a customized portfolio designed to accomplish financial and ...
GEM is an independent investment management firm stewarding more than $8 billion of assets on behalf of endowments and foundations. We partner with our clients, empowering them to focus on their missions, by crafting portfolios built to suit their ...
At Impact Shares we invest in change. It’s why we’re committed to changing the world of impact investing, one socially conscious ETF at a time. At Impact Shares, we help organizations translate their social values into an investable product that is ...
Identify and design strategies for integrated capital investing programs, including sourcing, due diligence, mission-alignment, risk and return assessment, and diversification. Learn how grants can complement investment....
LOHAS operates at the intersection of impact investing and philanthropy, helping parties to invest their tax-deductible funds in for-profit impact companies, investment funds, and entertainment productions.
LOHAS also enables impact fund managers, ...
At Mercer, we believe in building brighter futures.
Together, we’re redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. We do this by meeting the needs of today and tomorrow. By ...
Montcalm is a wealth management firm that supports clients in all aspects of their financial lives while investing for planetary benefit. Montcalm applies intelligent, up-to-date investment strategies to bring stability to clients and their ...
Built on a strong heritage of independent thinking, Pathstone Federal Street stands by and for unbiased advice. Pathstone takes their responsibility to act in the best interests of their clients very seriously, ensuring transparency in their firm, ...
Prime Buchholz has been helping organizations build investment portfolios that reflect their missions and values for more than 30 years. Our knowledge and experience spans all aspects of responsible and impact investing, as well as diversity, ...
Royal Bank of Canada SRI Wealth Management, since 1983, has offered comprehensive investment strategies for sophisticated investors committed to social change. Today, our team of eight investment professionals consults on over $3 billion in assets ...
Strategic Investment Group strives to build enduring partnerships with their clients by strengthening their investment programs through a dynamic, value-enhancing investment process, sound governance framework, and world class client service. Their ...
Veris Wealth Partners is a sustainable wealth management firm dedicated to aligning families’ and foundations’ financial objectives with their mission and values. They structure fully-diversified portfolios that aim to catalyze social and ...
WestFuller Advisors is a boutique wealth management and investment advisor offering comprehensive, fee-based wealth management and financial services. We are independent and objective leaders in the wealth management industry showing that it is ...