Our proprietary screening process provides investors with competitive investment returns without compromising personal convictions.
Responsible investing starts with commitment.
Our dedication to providing responsible investment solutions has been unwavering for 30 years. Our proprietary screening methodology goes beyond the basic analysis of widely available quantitative industry data, and includes insightful fundamental research.
Separately Managed Account Screening Categories
Carbon Intensity, Climate Change, Nuclear Power, Thermal Coal
Child Labor, Civil Liberties, Discrimination & Diversity, Human Rights
Mature Content, Alcohol, Animal Cruelty, Contraceptives, ESCR, Gambling, Life Ethics, Military Weapons, Pharmaceuticals, Tobacco, Steward Screens
Board Diversity, Bribery & Fraud, Governance Structure
Baptist, Catholic/ USCCB, Steward Screens, United Methodist Church
We provide investment options across a broad range of asset classes using both separately managed accounts and mutual funds. Our focus is to provide outcome-oriented solutions for investors seeking Income, Income & Capital Appreciation, or Capital Appreciation.