We Are a Values-Driven Firm

Our values keep us focused on our mission: Seeking to deliver market returns while creating a more sustainable and just world.

  • Global Sustainability & Macroeconomics

    As stewards of our clients’ wealth, we encourage investments and philanthropy that contribute to a more sustainable, and equitable world.

  • Global Sustainability & Macroeconomics

    As stewards of our clients’ wealth, we encourage investments and philanthropy that contribute to a more sustainable, and equitable world.

  • Integrity & Independence

    We provide exceptional service based on trust, integrity and independence. We strive to deliver exemplary performance aligned with
 your values.

  • Human Rights & Equality

    Our investment philosophy reflects our belief in the power of ethical economic decisions to advance human rights and equality.

  • Diversity

    We lead with our conviction that diversity increases creativity, wisdom and learning and enables us to provide deliver exemplary service to clients.

  • Synergy

    Teamwork and collaboration with our clients and colleagues assure that our collective achievements can far surpass individual efforts.

  • Growth & Expansion

    We seek to grow your investments through innovative investment solutions, enlightened management and superior long-term financial results.

Connect with Us

Stay Informed

New York City

17 State Street, Suite 2450
New York, NY 10004

P: 212.349.4172
F: 917.720.8423


Portsmouth

1 Cate St. 4th Floor
Portsmouth, NH 03801

P: 603.319.1917
F: 603.244.3198

San Francisco

235 Montgomery St. Suite 850
San Francisco, CA 94104

P: 415.814.0580
F: 415.413.0685


Boulder

Niwot, CO 80503

P: 303.532.4181
F: 415.413.0685