As a leading pioneer of impact investing in the Pacific Northwest, we have been serving investors seeking to create positive outcomes with their wealth since 1986.
Appreciate working with advisors whom set a high standard for seasoned professional competent financial guidance and perspective.
Have access to solutions that invest up to 100% of their assets towards furthering progressive values.
Benefit from a seasoned team that professionally and competently serves households and organizations by offering prudent financial advice and investment services.
Save time and headaches by delegating the coordination and oversight of financial services including money managers, mutual funds, proxy vote services, shareholder advocates, donor advised funds, pooled community investments, tax advisers, and estate planning specialists.
Get to work with an office that takes an active serious role in the SRI movement through advocacy and collaboration.
Together, we and our clients are participating in the evolution and growth of a true global movement. The most recent Forum for Sustainable and Responsible Investment Trends Report found more than $6.5 trillion is invested using one or more of the strategies in the United States alone. This represents one out of every six dollars under professional money management in the US and a 76% increase in assets since 2012.