Investment Management

A disciplined investment process is a critical component of your organization’s financial health. However, money is just a tool. What if the tool of money could be connected to your organization’s mission and purpose?

Many people unknowingly invest in companies whose products or practices conflict with their personal values. Unfortunately, the same is also true for missionally minded organizations. Values-based investing allows us to simply identify what your organization values most and align its investments to match.

Our experienced team of advisors will work with your organization’s board or investment committee to unpack what’s most important, understand the organization’s financial needs, and develop a customized investment policy statement. Together we’ll build an investment strategy that helps your organization accomplish its financial goals while operating in complete alignment with its mission and values.