Non-profits, Foundations, and
Universities
Because our advisors have previously
worked in the non-profit sector and continue to support this
important social and environmental work through volunteerism and
donating 1% of our company gross revenues to these causes, we have a
special interest in helping to align these organizations' missions
with their money. We currently work with local and national
non-profits and foundations, and can help any mission-based
institution to integrate socially responsible investments as a
component of its commitment to fiduciary responsibility. We assist in
the development of an Investment Social Policy, can select and
supervise separate account managers, and consult with Boards of
Directors and their Investment Committees and existing advisors and
managers on socially responsible investment options in all asset
classes.
|
|
|
Institutional 
