Our Vision

Our-VisionWe envision a world in which every child is safe, healthy and free. We work with money as a tool for transformation toward a socially just, truly sustainable future for all.

We believe:

  • every person has a core set of values that governs his or her actions
  • fair-minded people respect and tolerate the values and priorities of others, even when they differ from their own
  • given an alternative, many thoughtful people choose not to profit from behavior in others that they find objectionable in themselves
  • it is both prudent and rewarding to reflect personal values in financial and investment decisions
  • aligning personal values and financial decision making can powerfully influence others and encourage behavior that enhances quality of life for all

We create and manage investment portfolios that align personal values and/or institutional mission with an investment strategy tailored to the specific needs and goals of each investor.

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