Seeing Your Money Do Good

Means having the commitment to your purpose.

And partnering with a team that builds opportunities capable of achieving that purpose. . . with returns.


the impact you want



to make it happen

Define Impact

pursue the highest purpose

define portfolio needs, identify metrics, evaluate options for achieving impact


the place, people or purpose to serve

assess portfolio mix, gather range of options, set criteria, analyze & rank options


commit to seeing the impact happen

financial analysis, partnership agreements, debt & equity structuring, monitoring & reporting


expand the opportunities

program development, create structures to fit portfolios, evaluate markets, secure clients & partners

Want in?

join our network of investors

If the change you desire is to strengthen communities or environments facing critical challenges, or to shift the equity of financial markets, or simply to see your money used closer to home, there are some people we'd like you to meet.