Our Key Differentiators


Our mission is to work to provide the highest caliber of investment management, thereby facilitating a sustainable flow of capital from long-term investors to responsible issuers.


Our company is an independent, Massachusetts Benefit Corporation and a certified B Corp.* We are a private company owned by current and past employees and Board members. Our business structure and designation support our pursuit of long-term positive impact for our clients, employees and the communities in which we live, work and invest.

* In order to achieve B Corp certification, a company must complete the B Impact Assessment and Disclosure Questionnaire and then get verified by an analyst from B Lab Global. B Corps must be recertified every three years and pay an annual fee. For more information, visit https://www.bcorporation.net/en-us/certification.