We help you create both inclusive and exclusive criteria to support the selection of investments that align with your beliefs and initiatives that are meaningful to you. We strive to develop allocation strategies that accentuate your values (such as sustainable energy or female board participation) and steer clear of concepts and practices that contest with your beliefs (such as firearms, child labor or genetic food modification). Additionally, we work with you to determine how much clout Impact Investing criteria should have on your overall portfolio. We help you explore where you fall on the spectrum of choice between values preservation and positive returns. While these are not mutually exclusive concepts, we believe it’s important to develop a clear understanding of your preferences for how these types of investments should be weighted, as well as concessions you’re willing to make and criteria contingencies.