top of page

Investor

You are in charge of managing your or someone else's wealth. You want to enrich the financial performance of your investments with a measure of impact. You find accomplishment in using money meaningfully.

Your Current Objectives

  • ​Navigating the complexities of impact investing and ESG considerations.

 

  • Aligning investment strategies with personal ethics and higher societal values.

​

  • Integrating financial return performance and purpose-driven opportunities.​

​​

  • Honoring a calling to give back while preserving the legacy you want to leave behind.

​​

  • Setting the appropriate rate of return for the wealth you manage.​

Our Approach

Counseling

Understand your relationship to money and clarify your personal and philanthropic drivers.

Coaching

Simulate investor boardrooms to refine your pitch and amplify your impact on audience.

Advisory

Co-build an impact-aligned investment thesis and a set of financial and non-financial performance indicators.

bottom of page