carlos-muza-84523.jpg

SOLUTION #1

Prepare a customized investment strategy for a client who wants to emphasize improving corporate social responsibility through attention to ESG (Environmental, Social, Governance) scores.


vladimir-kudinov-58771.jpg

SOLUTION #2

Corporate Visits: You can hire us on a retainer or project basis as a lobbyist / shareholder advocate to represent your particular areas of concern to the Board and Executive team. We can also assist in filing shareholder resolutions.



 

Endowments and Foundations

Individuals and Families