Rigorous Portfolios, Responsible Growth.
Your Values. Our System. Proven Results.
Our
Defining Commitments
Investment Approach
We believe that the most financially resilient and innovative companies are those that prioritize the well-being of their stakeholders—people, planet, and long-term prosperity. Companies that proactively manage human and environmental capital demonstrate superior risk management and higher levels of customer focus, making them fundamentally stronger long-term investments. Rigorous sustainability and human equity analysis is not a concession; it is our competitive edge.
We start by understanding your deepest priorities and desired vision of the future. This ensures your purpose is seamlessly built into your investment's foundation, making it an active guide for every investment choice, rather than just a final screen.
To transform the belief that sophisticated human and environmental capital management drives superior returns into robust portfolio management capabilities, we are committed to a deep, "in the weeds" level of analysis. This requires gathering and interpreting massive amounts of data—much of which exists outside of traditional financial statements. We leverage technology and advanced analytics to gather, normalize, and interpret information at scale, allowing unconventional insights to systematically inform the portfolio construction process.
Converged Mission
Our founding partners each have over 25 years of independent values-oriented investment experience; they came together to found Harbor Ridge. Leveraging the rigorous framework pioneered by Jason Britton and Betsy Moszeter’s expertise structuring and scaling client-focused, institutional-quality firms, Harbor Ridge provides institutional-quality investment options where client values are not an afterthought but the central pillar of security selection.
Harbor Ridge delivers transparent, compliant, conviction-driven investment options that achieve meaningful impact and robust financial outcomes in the rapidly evolving global marketplace. Furthermore, as a women-led and majority woman-owned firm, Harbor Ridge embodies the very ethos of forward-thinking impact investing.
Investment Capabilities
Proprietary Portfolios
Our Global All-Cap, Sustainable Dividends, and Equi+Climate investment portfolios offer impact-oriented equities investors options to meet environmental and social goals in specific accounts selected by a client or their advisor.
Multi-Asset Class Diversified Accounts
Leveraging our proprietary processes, we will manage wealth across accounts, account types, and asset classes in institutional-quality portfolios that utilize separately managed and third-party managed offerings.
Customized Direct Indexing
Clients identify a (i) benchmark and (ii) desired exclusion or factor/sector tilts; we employ our exclusive methodologies to create a custom portfolio of between 50-1000 securities that fit all the criteria.
Non-Discretionary Advising
We have extensive capabilities to provide non-discretionary advice, guiding clients to move forward with their desired vision—investing in alignment with their values—even if we are not acting as the portfolio manager for those assets.
Sub-Advisory Services
To enable our partners to meet their most granular client specifications with institutional-grade precision, we offer specialized sub-advisory services, including white labeling portfolios or providing portfolios via models; and managing ETFs, mutual funds, Collective Investment Trusts (CITs), UCITS, and SMAs.
Faith-Based Programs
A proprietary risk-based series of investment models ranging from conservative to unconstrained growth, comprised of individually selected securities to reflect the investor’s personal values.
Contact Us
If interested to learn more, please email Betsy Moszeter with your questions or to schedule a time to talk. You’re also welcome to fill in the form and she will be in touch soon.