Investment Capabilites
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.
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.
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.
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.
Investment Portfolios
For clients who want to select from existing equities portfolio strategies with proven track records, to be deployed in one or more accounts, we offer three core portfolio options with customization capabilities in each. These can be deployed in IRAs, individual/taxable accounts, trust accounts, and more.
Global All-Cap
Our Global All-Cap portfolio is designed to identify sustainability leaders across each industry. We meticulously select only the top-quartile performers based on their robust environmental commitment, demonstrated by significant achievements in areas like clean technology deployment, carbon reduction, resource efficiency, and land preservation.
The result is a portfolio of proven product and operational sustainability leaders, all of whom successfully meet our rigorous financial analysis criteria.
Sustainable Dividends
Our Sustainable Dividends portfolio is a focused strategy, built upon the universe of sustainability leaders from our Global All-Cap portfolio. We rigorously select only the top-quartile performers in each industry, based on their proven commitment to environmental impact reduction and efficiency.
The key benefit of this strategy is its high dividend yield, as the final portfolio is optimized to deliver approximately 2x the dividend yield of its benchmark, providing clients with both sustainable impact and enhanced income generation.
Equi+Climate
Our Equi+Climate portfolio leverages a unique and powerful blend of integrated indicators to identify standout diversity and sustainability leaders across each industry. We meticulously select only the top-quartile performers based on proprietary metrics spanning human equity, diversity, and a broad list climate, water, soil, and land use criteria.
This comprehensive approach views diversity and operational sustainability as key long-term performance enhancers, resulting in a portfolio of market leaders that also meet our rigorous financial analysis criteria.
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.