Our mission is yours.
We were built to give clients investing advice with heart, so they can go do more.
Working in standard investment firms taught us more than finance.
It taught us that we wanted to innovate a more ethical, purpose-driven model for investing. So we left in 2008, just as the financial collapse around us proved our instincts correct.
As the former executive director of a nonprofit, and a fourth-generation Coloradan, I could see the opportunity for a service-focused, deeply ethical investment management firm. I started Syntrinsic so we could help those working hard to make their communities better, here in Colorado and beyond.Ben Valore-Caplan, Founder
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We’re happy to share ideas, no strings attached.