Socially Responsible

Competitive Performance With Lower Risk

We believe socially responsible practices such as environmental sensitivity, proactive employee relations and community reinvestment can actually enhance a company's value as an investment. In fact, investors with high standards for social responsibility were among our firm's founding clients, and many investors employing social investment criteria have since entrusted our professionals with the stewardship of their assets.

Standards for what constitutes social responsibility vary widely among investors, thus we take a customized approach to meet each of our client’s needs. Our portfolio managers work closely with our clients to identify the issues and priorities that are most important to them, and to establish clear criteria for appropriate investments.  We then incorporate those guidelines into the disciplined investment process employed with other portfolios.

Slogan: 
Competitive Performance With Lower Risk