Investment management for institutions
Investing that aligns with your committee’s idea of success.
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Access discretionary investment management with an added level of risk management using our unique approach that champions socially responsible investing (SRI) for longevity, profitability and sustainability for your investments.
Whether you’re a foundation, trust, union, non-profit, or a corporation, our team has the experience and all the right tools to manage your pools of capital through:
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Our highly-skilled team of portfolio managers and analysts are as passionate about growth-oriented investments as they are about socially responsible ones. Backed by their coveted titles, expertise, and industry exposure, they do the heavy lifting for you by actively monitoring and managing your account.
Whether you’re an individual or an association, union, non-profit, foundation, or trust, we’ll help you invest in ways that strengthen your financial future and positively impact your community and the world.
