Values Based Investing
StakeHolders Capital is a full service wealth management firm committed to integrating our clients’ values with their financial goals.
Our company is able to offer this by virtue of the expertise of our investment team, which consists of a founder of the socially responsible investing (SRI) movement and three seasoned financial professionals. Our team has a broad depth of experience in the wealth management field, and we offer comprehensive wealth management strategies to individuals, businesses and institutions.
Getting to know you, our client, is our top priority. This enables us to provide the most advanced wealth management solutions that reflect your values, ethics, and vision for a better world. Together we work to accomplish your financial goals in a way that promotes social justice, stewardship of the planet and the common good of current and future generations. Research supports that the SRI approach offers competitive risk-adjusted returns.
We select investments within a framework of broad-based global diversification. In addition, if our clients so choose, our extensive knowledge of high-impact and local investing opportunities allow us to offer those alternatives to traditional investing for a portion of their portfolios.
StakeHolders Capital is an independent fee-based Registered Investment Advisory Firm and does not receive commissions or referral fees. Our firm is privately held by its three principals.
StakeHolders Capital is proud to be a leader in sustainable, community and impact investing. We are also the birthplace of the Common Good Investing philosophy. We believe it is the next stage in the evolution of SRI and impact investing.
This is for information purposes only and should not be regarded as an offer to sell or as a solicitation of an offer to buy any financial product or as specific financial advice. Past performance is not a guarantee of future returns. Securities custodied at Pershing LLC and Charles Schwab.