An investment firm built around you. 

Working at standard investment firms, we saw how nonprofits and philanthropically minded clients didn’t fit.

So we launched in 2008, designing a client-centric firm custom-made for you.

Get a genuine partner. Feel confidence and clarity about how you are moving toward your goals. Be heard.

Do more. Do well. We’ll help.

Services

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Built for you

Our relationship-based, full-spectrum approach means we address all your investment concerns — even the hard parts like leading family conversations and educating donors.

Transparent

100% of our fees are for our services. We don’t sell products or accept any revenue from managers.  We accept 100% fiduciary responsibility, in writing. We’re ethical because your work matters more than ours.

Strong Process

In-house research. Documented, rigorous, open universe manager evaluation. Crystal clear reporting when you need it, even for donors.
Serious process for serious confidence.

 

Featured Partners

Let’s Talk

 Start a conversation.
We’re happy to share ideas, no strings attached.

Meet Our Lead Consultants

L

Ben Valore-Caplan

Ben founded Syntrinsic in 2008 to better serve nonprofits and families interested in using capital for good.

L

Akasha Absher

Akasha is our Chief Consulting Officer, previously worked at JPMorgan, and is a recognized expert in impact investing.

L

Beth Zwade

Beth previously was in research and consulting roles at Great-West Financial, Charles Schwab, and more. She’s expert at institutional consulting. 

Awards

Reach Us

Do more. Do well. We’ll help.

3840 York St, Suite 100, Denver CO 80205

877-296-7110