Our mission is yours.
We were built to give clients investing advice with heart, so they can go do more.
We’re 100% employee-owned.
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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