WHAT WE DO
Identify investment opportunities within specific impact areas with the goal of generating better than market* returns.
*As defined by the return of the S&P 500 Index over a full market cycle.
IMPACT FOCUS AREAS
Blend financial impact and social impact. Invest in areas that support your personal values and charitable giving goals.
Portfolios are available for investment through EQM Capital LLC. For more information, click here.
*MSCI ESG Research generates a rating of each company’s management of the impact of its Environmental (E), Social (S) and Governance (G) activities.
CHANGE THAT MATTERS
Making a difference, one portfolio at a time.
Creating Value that is a Force for Impact
By aligning investment strategies with charitable giving, you can make a difference in the impact areas that matter to you most.
Half of your investment management fee* will be contributed to the impact area(s) you designate.
*Fees will vary based on amount invested.