Invest with Values

The Investor's Gateway to Positive Change

The Investor's Gateway to Positive Change

Sonen Capital

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Sonen Capital is a specialized investment management firm dedicated to investors seeking financial returns with lasting social and environmental impact.

Cornerstone Capital Group

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Woman-owned financial services firm based in New York offering investment banking and strategic consulting and investment management capabilities.

Calvert Foundation

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Calvert Foundation enables people to invest for social good. Through the Community Investment Note, they connect individual investors with organizations working around the globe, developing affordable housing, creating jobs, protecting the environment, and working in numerous other ways for the social good.

Goodfunds Wealth Managers

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Goodfunds Wealth Manager. Serving families and organizations investing with mission and purpose. Sustainable, responsible, impactful Investing since 1986.

USSIF

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Online Course on the Fundamentals of Sustainable and Responsible Investment.

Confluence Philanthropy – Advisors Bay

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Advisors Bay is a unique database showcasing subscribing leading financial advisors, money managers, investment consultants, and asset managers in mission-related investing. Each Advisor has their own profile, available in an abbreviated public view, and a detailed profile page visible only to Confluence Funder-Members.

Greenvestment Resource Center

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The Greenvestment Resource Center is a portal to green, responsible, sustainable investment tools and strategies. As a GRC subscriber, you will have 24/7 access to the tools and resources you need to understand, profit from, and serve the needs of your socially conscious clients.

Portfolio 21

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Portfolio 21 Investments has been a pioneer in the field of social and environmental investing since 1982. Our concerns about the ecological crisis began three decades ago, and we continue to critically examine our assumptions and approach every day. We designed Portfolio 21 Investments to address the ecological risks and opportunities of the investment process in the 21st century. We recognize environmental sustainability as a fundamental human challenge and a tremendous business opportunity.

Grassroots Capital Management

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Grassroots Capital Management (GCM) is an impact investment manager based in the US. Together with its India partner, Caspian Advisors, GCM launched six funds since 2003, capitalization exceeding $300mm. Investments focus on microfinance in emerging markets but include housing, SME and sustainable agriculture. Currently GCM is exploring investment possibilities in sustainable food systems in the US northeast.

Domini Social Investments

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An investment adviser that specializes exclusively in socially responsible investing. They serve individual and institutional investors who wish to create positive social and environmental outcomes while seeking competitive financial returns.

Gateways for Impact Assessment Quiz

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Advisors, take a brief quiz to see how you line up demographically with the different groups identified in this research report – gauging interest in sustainable investment with social impact.

Trillium Asset Management

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Trillium Asset Management is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing, managing equity and fixed income portfolios for high net worth individuals, foundations, endowments, and religious institutions since 1982. A leader in shareholder advocacy and public policy work, our goal is to deliver both impact and performance to our investors.

Veris Wealth Partners

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Veris Wealth Partners aims to add value for their clients by taking a comprehensive approach to their wealth planning and management needs. They carefully consider their situation and help them balance the various challenges and opportunities associated with their financial resources. They understand and incorporate income and estate tax considerations and we collaborate closely with other advisors.

Non-accredited or Retail Investor

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USSIF description: Retail investors are the majority of individual investors. Also known as non-accredited investors, they are individuals who have less than one million dollars in net assets. Because they are less tolerant to financial losses, the government places limits on investors who manage or accept capital from non-accredited individuals.

EIRIS –

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EIRIS is a global leader in the provision of environmental, social, governance (ESG) research for responsible investors.

Accredited Investor

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USSIF description: The term accredited investors refers to wealthy individuals, family offices and organizations such as foundations/endowments and other institutional investors. For individuals to qualify as “accredited”, they must have more than a million dollars in net assets along with several other stipulations required by the Securities and Exchange Commission. Because accredited investors have substantial assets and are more able to tolerate losses on investments than the retail market, these investors have greater flexibility in their financial choices.

Progressive Asset Management Network

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Our Network of socially responsible investment consultants is a national group of committed individuals who are ready to help you with your inquiries. All of our Network members are registered professionals with Financial West Group, a FINRA registered Broker/Dealer and SEC registered Investment Advisor; many are involved in environmental and social justice projects in their own communities.

Kimpacto

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Kimpacto – Promoting Financial Education and Financial Inclusion in Helping Firms Maximize their Financial + Social Impact

Natural Investments

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Natural Investments combines their progressive passion with fiscal prudence, and through our affiliations with Charles Schwab & Co, Black Diamond Performance Reporting, and the Social Investment Forum, provide their clients with strong research and solid administration.

Talgra

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Talgra offers consulting services for people wanting to apply new thinking to create positive social and environmental change with their money. We guide people to values-based investing opportunities. Talgra

UBS – Sustainable Investing

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At UBS we see that our clients increasingly want to use their wealth to drive positive change in society. Investing sustainably is a powerful and effective way to achieve this without having to compromise your financial return.

MS – Investing with Impact

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Increasingly, individuals and institutions want to invest in a manner that is consistent with specific beliefs and values. Morgan Stanley’s Investing with Impact Platform offers a wide range of strategies to help in this process, which also includes traditional considerations such as market outlook, industry prospects, company fundamentals and management’s ability to achieve its objectives.

Imprint Capital

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Imprint is a registered investment advisor exclusively focused on impact investing. Impact investments are investments made into companies, organizations, and funds with the intention to generate measurable social and environmental impact alongside a financial return. We work with clients to develop and manage impact investment programs and portfolios across investment areas and asset classes. Our services are designed to provide full customization based on clients

Morgan Stanely

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We believe that private sector capital can play a key role in driving large-scale solutions to the most critical challenges to global prosperity and well-being. The Institute for Sustainable Investing seeks to help businesses, institutions and individuals direct capital to these challenges in scalable ways.

Clean Yield Asset Management

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Clean Yield is an SEC-registered investment advisory firm working exclusively with social investors. Since their founding in 1984, their goal has been to invest to promote a sustainable society while achieving competitive financial returns.

J.P. Morgan

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J.P. Morgan Social Finance was launched in 2007 to serve the growing market for impact investments, meaning those investments intended to generate positive impact alongside financial return.

TIAA CREF

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TIAA CREF was the vision of the philanthropist Andrew Carnegie — and founded in 1918 through his Carnegie Corporation of New York and the Carnegie Foundation with the goal of supporting the financial well-being of college teachers through a pioneering system of annuities and low-cost life insurance.