Over the past twenty years, our team has found it critical to build portfolios with the right characteristics for the investor’s long-term objectives; then, when heightened volatility caused by Coronavirus, Brexit, housing defaults, or other crises affects the markets, discipline and measured responses are the most effective tools.
We’re a new kind of investment firm.
Wish your investment firm really understood your mission?
We hear you.
We’re built to fully support investing strategy and implementation for nonprofits and mission-driven families.
Do more. Do well. We’ll help.
Built for you
A relationship-based, full-spectrum approach advising on all your investment concerns.
We don’t sell products or accept any revenue from managers. We share fiduciary responsibility.
In-house research. Rigorous, open-universe manager evaluation. Crystal clear reporting. Serious process for serious confidence.
A community leader, Akasha has previous experience with Caxton Associates and JP Morgan. She leads national conversations on impact investing.
An executive leader with diverse financial services experience, Jim works closely with community and private foundations as well as public charities.
A former nonprofit executive director, Ben founded Syntrinsic in response to gaps he saw in investment firm services.