Making a difference through your investments

You may be like many people today who want investments to reflect their core social, political or spiritual philosophies. We can recommend a variety of investments that can accommodate your personal views as well as your investment objectives.

Impact investing is a pragmatic approach designed to invest in companies that are good corporate citizens driven by their responsibilities toward society, the environment, the community and corporate governance. By investing in these companies, we’re trying to be a part of their success as well as reiterate our commitment to the world in which we live.

Behind impact investing lies a mixture of both venture and creative capital. Venture capital relates to the operational and financial assets that bring business ideas and enterprises to life. Creative capital involves the design and development assets that actualize innovative and resourceful ideas. This combination is what empowers us to put our assets to work.

Equipped with strong impact investing acumen, we can provide our clients with powerful financial planning counsel and portfolio management guidance to help positively impact the future of sustainable resources, education attainment, the wealth gap, healthcare disparities and social change.

Utilizing an impact investment strategy may result in investment returns that may be lower or higher than if decisions were based solely on investment considerations.