WEALTH MANAGEMENT WITH MEANING
Investing for profits that are sustainable and humane.
CHOOSE SERVICES THAT WORK BEST FOR YOU
We partner with individuals, families and organizations who want their investments to do better for themselves and the world. Our professional team of fiduciaries work hand in hand with each of our clients through a thoughtful process to help them define and achieve their financial and impact objectives.
- ESG Portfolio Management
- Direct Impact Investments
- Wealth Management
- Family Office Services
- Retirement Plans
- Owner Succession Planning
- Foundation & Endowment Support
We are passionate about helping people reach their financial goals while having a positive impact in the world
For nearly two decades leading in our field, we continue to hold the vision of a society that is sustainable and humane.
We are committed to diversity and inclusion, offering career and succession opportunities that attract the nation’s leading impact investment professionals.
In our view, considering the social and environmental impact of our investments is part of our fiduciary duty of care.
As we close out the year with gifts and expressions of gratitude toward loved ones, we wanted to offer some ideas for those holiday shoppers who wish to reduce their environmental impact during this time of year.
For those not aware of the history of ESG and impact investing, for over two decades, the industry’s main annual conferences for professional investment advisors focusing on Socially Responsible Investments, were hosted by First Affirmative Financial Network and the USSIF.
Secure Justice recently hosted and published a podcast discussing various strategies to provide greater protection for immigrants’…
Impact Investors In the Media
We are featured regularly in the media as financial experts in impact investing and advisory services.