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.