Who Our Clients Are

Our clients are individuals, foundations, and other institutions that have a minimum of one million dollars which they wish to invest ethically and thoughtfully.

Our investment principles are conservative. We emphasize safety and growth. Our clients hire us because they are risk averse and want steady capital appreciation.

Our social values are progressive. We emphasize responsible, independent investing. Our clients hire us because they conscientiously oppose corporate misconduct; have environmental, moral or political concerns; and an aversion to the financial malfeasance seen on Wall Street.

Working with us, our clients get to take the ultimate responsibility for the stewardship of their investments.
1. Balanced composite returns are asset-weighted, time-weighted returns for all portfolios of at least $1,000,000 in value of clients who have been clients for at least one full calendar quarter, except portfolios affected by a material margin debt position. 2. All returns represent Total Return including the reinvestment of dividends and interest. 3. Net performance is net of transaction costs and net of advisory fees. 4. Returns of Indices are extracted from 2010 Ibbotson Stocks, Bonds, Bills and Inflation (SBBI) Classic Yearbook (Morningstar Inc., Chicago, Illinois). 5. Past performance is not to be construed as a guarantee of future performance.

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