Bruce T. Herbert, AIF
Accredited Investment Fiduciary™
Professional Focus
"Connecting Money with What Matters"℠
Newground seeks to work with clients who are principled, proactive, and inspired to make a difference.
Founded in 1994, Newground
Social Investment is an independent, fee-only, Registered
Investment Advisor (a wealth manager with a fiduciary duty) to
individual & institutional clients who seek to invest their
portfolios in line with their values or institutional mission.
This is commonly called "Socially Responsible Investment"
(SRI), or sustainable impact investment.
Newground is the nation's first "Social Purpose Corporation"
(SPC), which means that we strive to meet clients' long-term
financial goals while also pledging responsibility to the needs of
the environment, workers, community, society, and the world
at-large.
We were also the first
"Advisor Mentor" in Bill McKibben's 350.org's Fossil Fuel Free
mentor program to provide technical assistance and coaching to
campus-based student divestment groups as they engage with
university endowment, finance, and treasury officers.
For more than 20 years,
Newground has been a shareholder activist - we dialogue &
negotiate with corporations on behalf of clients who seek to
address the Environmental, Social, and Governance (ESG) issues that
arise out of the operations of companies held in their portfolios.
Newground is celebrated as a national leader in this arena -
please see:
http://www.investorvoice.net/bruce-herbert-discussing-mcdonalds-on-kuow/
Shareholder-activism /
-advocacy / -engagement ("high impact" investment) is a
tremendously powerful tool used by individuals and organizations to
merge values with dollars and achieve mission
alignment.
Independent and fee-only,
Newground is the Northwest's oldest, largest, and most recognized
SRI / ESG money manager.
On the
web:
www.Newground.net ~ Newground
Social Investment, SPC
www.InvestorVoice.net ~ Investor
Voice, SPC
Professional Experience
Newground Social
Investment. Seattle, WA - Founder, Chief Executive.
1994-present.
Registered Investment Advisor: socially conscious asset
management, shareholder advocacy, portfolio guideline development,
proxy voting services.
Interfaith Center on
Corporate Responsibility. (ICCR). New York, NY - Board of
Governors. 1994-1998.
Energy & Environment
Steering Committee 1994-2001.
Developed Pulp & Paper
Chlorine-Free Campaign, the Okefenokee Campaign, Pure Profit
Initiative.
Northwest Coalition
for Responsible Investment. Seattle, WA - Co-founder,
first Director. 1994-1998. Management change strategies, dialogue
& shareholder resolutions on corporate accountability
issues.
Progressive Investment
Management.* Portland, OR - Vice-President Managed
Accounts. 1990-1994.
Founded & directed Washington operations; Executive
Committee; Investment Policy Committee.
* formerly Progressive Securities Financial Services
Merrill Lynch, Pierce,
Fenner & Smith. Columbia, SC and Seattle, WA -
Financial Consultant. 1984-1990.
Money management and financial planning for individual and
institutional clients. In 1987 led firm in new business development
(top 3% nationally).
Disclaimer
Bruce Herbert subscribes to a package of professional
services offered by First
Affirmative Financial Network, LLC. Newground is an
independent Registered Investment Advisor, and Bruce is not an
investment advisor representative of First
Affirmative.
The credential AIF® listed above bears trademarks.
