Invest to Change the World
Our Story
From the time of our founding over thirty years ago in Berkeley, CA, we have considered socially responsible and impact investing a natural extension of our commitment to environmental causes and human rights activism.
Our Services
We provide individually tailored and socially responsible investment portfolios, financial plans, and consulting services for individuals, families, non-profits, and social enterprises.
Certified B Corporation
We’re proud to be a Certified B Corporation.
Certified B Corporations meet higher standards of social and environmental performance, transparency, and accountability. Unlike traditional corporations, Certified B Corporations are legally required to consider the impact of their decisions not only on their shareholders, but also on their stakeholders (e.g., workers, suppliers, community, consumers, and the environment).
Contact Us
To make an appointment for a consultation, or for more information on our services, please contact us via phone or email. We’d love to hear from you.