Impact Capital Strategies

ESG Investing is a newer investment strategy wherein investors examine a company's environmental, social and governance practices to evaluate each investment decision. Our clients increasingly demand that ESG factors, such as climate change, human rights, biodiversity, and corporate governance, are factored into their portfolios. This has prompted many companies to proactively improve their leadership in environmental, social and governance criteria. From an investment perspective, ESG factors, particularly those related to climate change, are potentially important drivers of portfolio risk and return. We have found that companies that score highly in their ESG ratings generally are outperforming their lower-ranked peers.

Impact Investing is an investment strategy that directs assets toward products, services and companies that generate positive social and environmental impact. Impact investing focuses on both for-profit companies that have an explicit intent to do well by doing good, as evidenced by their business plan or business model, and enterprising non-profits with revenue and earned income streams. In doing so, there is the potential to create meaningful value and sustained change for both investors and for society.

Impact Investing is an investment strategy that directs assets toward products, services and companies that generate positive social and environmental impact. Impact investing focuses on both for-profit companies that have an explicit intent to do well by doing good, as evidenced by their business plan or business model, and enterprising non-profits with revenue and earned income streams. In doing so, there is the potential to create meaningful value and sustained change for both investors and for society.

Impact Investing is an investment strategy that directs assets toward products, services and companies that generate positive social and environmental impact. Impact investing focuses on both for-profit companies that have an explicit intent to do well by doing good, as evidenced by their business plan or business model, and enterprising non-profits with revenue and earned income streams. In doing so, there is the potential to create meaningful value and sustained change for both investors and for society.

Our non-profit and foundation clients benefit from our services including Mission-Driven Investing, Socially Responsible Asset Allocation Strategies and Retirement Plans (401K, 403, Simple IRAs, SEP IRAs, & 457b), Investment Policy Statement, Cash Management, Executive Services, Risk Management, Board Meeting Presentations, Impact Investing, Social Screening/Mission Alignment, Investment Policy Statement, Asset Allocation Strategies, Green Investing Strategies, Carbon-Free Portfolios, and Shareholder Activism.

We help individual clients with a range of financial needs including Stock Screening/Impact Investing, Wealth Management (Investment Strategies & Risk Management), Holistic Wealth Planning, Education Funding, Retirement Planning, and Family Meetings.