Contact Us

Impact Investors

Top 5 Things Impact Investors Seek Our Help With

  1. Direct capital to the underserved and under represented
  2. Address the critical challenges of our time
  3. Lead by example to show that an impact portfolio can perform
  4. Build wealth in community through alternative finance
  5. Support the transition to cleaner economies

How we have helped Impact Investors

All Insights

  • Aligning Values – Transitioning your portfolio to match your beliefs.

    Problem Our client had spent many years invested in a traditional portfolio with a large allocation to broad market stocks.  As her adult son became more active in political and social causes, she began to identify ways her values could be expressed through philanthropic and investing approaches. She came to us one day wanting to […]

    January 5, 2022

  • Staying on Track – Keeping your values in focus.

    Problem A new client family came to us with an existing plan to develop a vacant plot of land into a community center in their home town. The project had many moving parts and projections of the budget had ballooned to over $50 million. The family wanted to find a way to put its wealth […]

    January 5, 2022

  • Giving Creatively – Donating challenging assets.

    Problem A client family owned a large parcel of land, a portion of which was covered by a conservation easement.  After more than a decade of ownership, the family was unsure of what to do with the land and was growing tired of the property management challenges.  The lack of a long-term plan left the […]

    January 5, 2022