Impact INVESTMENT

CONSULTING

 

vestedin-multi-header.jpg

Who We Serve

Sustainable, Responsible Impact (SRI) investing offers investors tools to align
their mission and values with their capital. We serve three main investor categories.

 
consulting-icons-04.jpg

Portfolio Managers/ Investment Advisors

consulting-icons-02.jpg

Endowments / Foundations

consulting-icons-03.jpg

Individuals / Families

 
 

Portfolio Managers / Investment Advisors

 
Artboard 1.png
 

 

bethany-legg-9248.jpg
 
 

Expert Support To identify and analyze Sustainable, Responsible Impact (SRI) investing solutions

We help you design portfolios that offer best-in-class solutions for clients with expressed Environmental, Social, Governance (ESG) concerns. We also offer due diligence on private investments to identify risks before your clients invest.


 
 

Endowments / Foundations

 
triangle-header.jpg
 
joel-filipe-187166.jpg
 

 

Sustainable, Responsible Impact (SRI) investing offers the tools for institutional investors to take a step towards aligning their mission and values with their capital.

We can help your staff and trustees:

 
  • Come up to speed on the SRI / ESG / Impact investing with a Landscape Consultation (2 hr.)

  • Identify impact investments and/or portfolios with purpose that align with your institutional goals.

  • Craft an impact investing strategy and talking points to work with your financial advisor.

 
 
 

Support new investment manager selection process with RFP language that will aid your search for a new investment advisor who is best suited to support your interest in Sustainable, Responsible, Impact (SRI) investing.

 
 

Individuals and Families

 
VestedIn-Neighbor-01.png
 
thomas-lefebvre-3950.jpg
 

 

It is quite common for Investors who seek a more intentional investing strategy find the options overwhelming and little support from traditional investment advisors.

WE ARE HERE TO HELP YOU:

  • Come up to speed on SRI / ESG / Impact investing with a Landscape Consultation (2 hr.)

  • Identify impact investments and/or portfolios with purpose that align with your goals

  • Craft an impact investing strategy and talking points to work with your personal financial advisor

Identify a new investment advisor who is best suited to support your interest in Sustainable, Responsible Impact (SRI) investing.