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 that our instincts were correct. Founded in downtown Denver that same year, Syntrinsic has been built over the years with a deep focus on serving the nonprofit sector.

With support from partners, we purchased the historical Medical Depot at 3840 York Street in the Cole neighborhood in 2019 and have since renovated the space to make it our home. Additionally, we rent the remaining suites to tenants with likeminded, people-first missions.

 “It was great to be in LoDo ten years ago when we first started,” Ben Valore-Caplan told ColoradoBiz Magazine last year. “We needed to establish ourselves and a LoDo address helped legitimize us… When you work so closely with the Boys & Girls Clubs of Metro Denver, Colorado Public Radio and Mile High Early Learning, it makes sense to be helping support the same communities as our clients.”

Read more about our community involvement below.

Community Involvement

In the Neighborhood

We’re not in Cherry Creek or Downtown Denver. We’ve invested 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

Reach Us

Do more. Do well. We’ll help.

3840 York St, Suite 100, Denver CO 80205

877-296-7110

Memberships

Confluence Philanthropy Mission Investors Exchange Denver Metro Chamber of Commerce