Investment Advisors & Wealth Managers

Amalgamated Bank

 

Today, Amalgamated Bank is the largest majority union-owned bank in the United States. The bank’s corporate divisions include Consumer Banking, Business Development, Investment Management, and Commercial Lending. Amalgamated has retail branches ...

Athena Capital Advisors

 

Founded in 1993 and based in Lincoln, Massachusetts, Athena Capital Advisors is a privately owned, independent Registered Investment Advisor (RIA). Athena earns clients' trust by understanding and meeting their investment objectives to deliver an ...

Avivar Capital

 

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 ...

Cambridge Associates

 

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 ...

CAPROCK Group

 

Established in 2005, The CAPROCK Group is a multifamily office that develops customized, comprehensive, and strategic financial solutions for high net worth individuals, families, and foundations. The firm advises on nearly $3.0 billion in assets, ...

Goldman Sachs

 

The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial ...

Pathstone Federal Street

 

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, ...

Perella Weinberg Partners

 

Perella Weinberg Partners 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 ...

RBC SRI Wealth Management

 

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 $1 billion in assets ...

Rockefeller & Co.

 

Rockefeller & Co. is a leading investment and wealth-management firm serving successful individuals, families, family offices, foundations, endowments and other institutions. Rockefeller & Co. traces its roots back to 1882, when John D. Rockefeller ...

Sonen Capital

 

Sonen Capital is a specialized investment management firm dedicated to investors seeking financial returns with lasting social and environmental impact. They offer multi-manager, multi-themed investment solutions via pooled vehicles, portfolio ...

The Sustainability Group

 

The Sustainability Group is associated with Loring, Wolcott & Coolidge Trust LLC, a family office practice that has been operating since 1817. They share a team of experienced investment professionals managing over $4 billion in assets. Their ...

Threshold Group

 

Threshold Group is a Family-owned wealth management firm dedicated exclusively to serving private families and family foundations. We offer integrated investment, financial, legacy and administrative services – all aimed at helping our clients ...

Veris Wealth Partners

 

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 ...

Zevin Asset Management

 

At Zevin Asset Management, LLC, we believe that the best way to make money for our clients is not to lose it. Since no one can predict the future, our approach is to reduce risk by investing to minimize losses in a variety of possible poor markets....