WITH PRIVILEGE COMES RESPONSIBILITY
Invest in a future that is more than just profitable, but also 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.
- Financial Planning & Wealth Management
- Portfolio Management & Impact Reporting
- Access to High Impact Investment Offerings
- Retirement & Owner Succession Planning
- Foundation & Endowment Advisory Support
- Select Family Office Services
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.
Secure Justice recently hosted and published a podcast discussing various strategies to provide greater protection for immigrants’…
FOR IMMEDIATE RELEASE CONTACT: Susan Perez @ 415-465-8004 JUNE 16, San Francisco, CA – Shareholders representing over $4 billion in…
After the worst market week since the 2008 financial crisis, and one of the worst months since the 1930s, the market finished out a…
Impact Investors In the Media
We are featured regularly in the media as financial experts in impact investing and advisory services.