History & Mission

Our why. And how we walk the walk.
Tell Us About Your Why

Built differently.
Acting differently.

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.

The Beginning

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.

Community Involvement

In the Neighborhood

We’re not in Cherry Creek or Downtown Denver, the fancy business centers. We’ve invested right in the under-served neighborhoods alongside our nonprofit clients.

Giving Back

We put more than 5% of revenues annually to donations, sponsorships of nonprofit organizations, and dues to public policy advocacy organizations.

Staff Participation

We match employee donations up to $1,000 and everyone gets time to serve on boards, volunteer, and serve on committees to improve our city. 

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

Let’s Talk

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