Investment Services
Our mission is to provide an excellent investment advisory service that supports clients in reaching their goals. We believe the components of that excellence are: a superior investment strategy, meticulous and consistent attention to markets and client portfolios, carefully managed portfolio risk, focus on developing the individual service required for By providing a service whereby individuals and institutions can invest in companies that embrace sustainability principles, we believe we are contributing to a sustainable world.each client and an ongoing awareness of new financial products and services that may be of value to our clients. Through various partnerships we believe we can provide a full range of client services from private client banking to social venture capital.
Global Sustainable Investing
GSI is a global balanced strategy that allocates funds among twelve asset classes included in the following broad categories: U.S. and international equity, U.S. and international fixed income, emerging markets, gold, commodities, and cash. Additional alternative strategies may include community investing, social venture capital, and hedge funds.
Asset allocation, country and industry weightings are based on macro-economic analysis, sector and cycle analysis, as well as the investment objective and risk profile of the client. Individual securities are selected from our in-house researched universe of highly sustainable companies after careful financial, valuation and risk analyses are performed and client sustainability preferences are observed.
Global Sustainable Equity ( back to top )
This is a multi-capitalization global equity strategy that primarily includes equities from developed markets, but may also include allocations to emerging market equities, gold and cash. Country and industry weightings are based on macro-economic analysis, sector and cycle analysis, as well as the investment objective and risk profile of the client. Individual securities are selected from our in-house researched universe of highly sustainable companies after careful financial, valuation and risk analyses are performed and client sustainability preferences are observed. Additional alternative strategies may include community investing, social venture capital and hedge funds.
U. S. Sustainable Equity ( back to top )
This is a multi-cap U.S. equity strategy that allocates funds among broad asset classes including large-cap, mid-cap, and small-capitalization companies, as well as gold and cash. Additional alternative strategies may include community investing, social venture capital and hedge funds.
Asset allocation and industry weightings are based on macro-economic analysis, sector and cycle analysis, as well as the investment objectives and risk profile of the client. Individual securities are selected from the U.S. portion of our sustainable investment universe after careful financial, valuation and portfolio risk analyses are performed and client sustainability preferences are observed.
U.S. Sustainable Balanced ( back to top )
This is a balanced strategy that includes allocation to the broad asset classes of domestic fixed income securities and multi-capitalization equities. Asset allocation is based on macro-economic analysis, as well as the client’s investment objectives and risk profile. Individual securities are selected from the U.S. portion of our sustainable universe after careful financial, valuation and portfolio risk analysis is performed and client sustainability preferences are observed.
Fixed income allocations are made to government, corporate and/or municipal bonds based on spread analysis, credit analysis and the client’s risk profile. Maturities typically range between 1 year and 15 years with the duration of fixed income assets equal to or less than the standard benchmark. Unless credit quality is restricted by the client both high-yield and investment grade corporate bonds may be included in the portfolio. Individual security selection of corporate bonds is made from our universe of sustainable companies. For taxable accounts, municipal bonds are added to portfolios if the total return after taxes exceeds the return on comparable-rated corporate securities.