FAQs

There’s a lot of confusion and misinformation around “impact investing” and “ESG.” Let’s start by telling you what they aren’t—at least for us: they are not a moral crusade. The primary goal with these investing approaches is to be smarter and more successful investors. For decades, the risks that most investors tracked were narrow and mostly financial. Today, we operate in a far more complex environment—where labor disruption, geopolitical risk and climate volatility increasingly influence how we make decisions. Many investors still aren’t tracking these dynamics with the rigor they should. That’s where we—and our approach—come in.

Some investors, in a rush to make money from the interest in these strategies (what we call, as a group, values-based investing), have jumped headfirst into adopting frameworks without asking which factors matter the most to their business. The truth is, not all “impact factors” affect all companies equally. If you’re operating a production plant in a coastal city, climate risk is material. But if you’re running a bank in the Midwest, the health and wellness of your employees may rank higher on the priority list. It’s critical to consider the unique factors that influence your bottom-line and have a strategy to mitigate them.

But this work isn’t just about mitigating risk. Done right, it’s also a way to find investment opportunities. While 56% of global wealth is concentrated in North America and Europe, these regions represent only 16% of the world’s population. Future-oriented investors are widening their lens—looking to the roughly 85% of the global population as sources of innovation, efficiency, and growth. Otherwise, we’re all just fighting over the same crowded slice of the investment pie. If you’re one of those investors, you have to ask yourself: Am I really getting access to the best investment ideas and opportunities?

Unlike some bigger consulting firms, values-based investing is all we do. That allows us to pick our clients carefully, with a precise focus on their needs. Our entire team works with every one of our clients. We specialize in working with allocators who are just beginning their journey—whether through impact investing, ESG, or something in between. From first-time wealth holders to seasoned investors, big institutions or new firms, we meet clients where they are by translating this essential but complex universe into clear actionable strategies that align with all of their goals.

• Since our founding, no two engagements have been the same. This is why we don’t have a standard engagement cost or price list.
• We charge project-based fees. That means a flat-fee for a set of deliverables, stated clearly in our counter-signed contract.
• Our fees are unrelated to the size of your assets or how large/small your organization is.
• As soon as we meet with you and learn more about your needs, you’ll receive a Scope of Work (SOW) from us that includes details on each task we’ll preform, all-in pricing, and a timeline to get this work done

• No. To maintain quality relationships in our space, we refrain from fundraising. This ensures that our peers are willing and able to talk to us without being worried that they’ll get stuck in a sales call.

• No. While most of our team has the required experience to do so, we choose not to.
• We use our expertise in portfolio management to build portfolios and make thoughtful recommendations, but that’s where we stop.
• Our firm is not a Registered Investment Advisor (RIA), which means you should fully vet our investment recommendations with your existing investment professionals that hold the relevant securities licenses.

• We believe it’s essential for everyone to have access to the resources they need to build their values-based approach. That’s why we launched this free Toolkit to help investors get started, today.
• If you need more, we’d love to help. Reach out to us here to get started.