Seeing Your Money Do Good

Means having the commitment to your purpose and partnering with a team that can build opportunities capable of achieving that purpose...with returns.

Clarify

the impact you want

then

Invest

to make it happen

Define Impact

pursue the highest purpose

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

Prioritize

the place, people or purpose to serve

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

INVEST

commit to seeing the impact happen

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

SCALE & REPLICATE

expand the opportunities

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

Are you ready?

make your difference

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.