Invest with Values

The Investor's Gateway to Positive Change

The Investor's Gateway to Positive Change

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Zevin Asset Management

March 5, 2015 By Brian Kaminer

Pioneers in Socially Responsible Investing.

Sonen Capital

February 4, 2015 By Brian Kaminer

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

Cornerstone Capital Group

January 23, 2015 By Brian Kaminer

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

Green Pages Directory

January 1, 2015 By Invest with Values

Green America’s green business directory.

Trillium Asset Management

January 1, 1970 By Invest with Values

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.

Imprint Capital

January 1, 1970 By Invest with Values

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

Domini Social Investments

January 1, 1970 By Invest with Values

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.

TIAA CREF

January 1, 1970 By Invest with Values

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.

Grassroots Capital Management

January 1, 1970 By Invest with Values

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.

Veris Wealth Partners

January 1, 1970 By Invest with Values

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.

Confluence Philanthropy – Advisors Bay

January 1, 1970 By Invest with Values

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.

Clean Yield Asset Management

January 1, 1970 By Invest with Values

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.

Portfolio 21

January 1, 1970 By Invest with Values

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.

Calvert Foundation

January 1, 1970 By Invest with Values

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.

B Corp Members focused on investing

January 1, 1970 By Invest with Values

Comprehensive search of B Corps that are focused on investing

Goodfunds Wealth Managers

January 1, 1970 By Invest with Values

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

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Copyright © 2026 • Invest with Values • All Rights Reserved • 914-230-0741 · info(at)investwithvalues.com
Created and Managed by Brian Kaminer of Talgra LLC

Disclaimer: The information shared through investwithvalues.com has been provided by Talgra, LLC (“Talgra”). No representation or warranty, expressed or implied is made by Talgra, the sponsors, partners or contributors as to the accuracy or completeness of the information contained herein. The website is for educational and informational purposes only and is subject to change. This does not constitute an offer or a solicitation to purchase or sell any security, and nothing herein should be construed as such. The opinions represented in this directory are those of Talgra and should be considered in conjunction with advice from a professional advisor in the context of your particular investment situation. The specific investments included in this website are examples of investments that can be made in each of the different investment categories and are not recommendations to purchase any individual security or investment vehicle.