Wealth management for individuals,
families and private foundations seeking
market performance and social gain.

By Patricia Farrar-Rivas, Alison Pyott, Luisamaria Ruiz Carlile

Linda Pei had a vision. In 1993, she launched the Women’s Equity Mutual Fund, the first U.S. fund investing in companies with positive track records ofhiring, promoting and generously compensating women.

Her fund marked the birth of “gender lens investing” (GLI), which is founded on the premise that investing intentionally for gender balance and equity can generate both financial and social returns. 

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By Helene Marsh, Veris Client

Climate change can be an overwhelming topic for any individual or community. So how can anyone make a meaningful difference?

That’s the question my friend, Sarah Loughran, and I had been asking ourselves for several years. Today, supported by a concerted community effort, we’ve succeeded in helping eight Marin County municipalities reduce greenhouse emissions by purchasing 100% renewable energy for their government facilities.

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By Lori Choi, Partner

“Opportunity Zones” are a hot topic in impact investing these days, but what are they and why might they be important for investors?

Embedded in the new Tax Cuts and Jobs Act signed into law, December 2017, are provisions around “Opportunity Zones.” They ask governors of all states and territories to designate up to a quarter of low-income census tracts as investible zones.

Why is this program important?

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