Customized Investment Portfolios

 Just for you

Interested in having your own separately managed account? We can design and manage a portfolio of investments that’s customized for you.

We will collaborate with you to understand your needs and then identify and monitor investment opportunities, conduct due diligence and administer capital placement. We can pull from the full range of public and private impact investments and can work on a discretionary or non-discretionary basis.

Our investment strategies target both impact and financial performance, designed to meet your preferences, missions and goals. And our integrated reports echo that commitment – monitoring your portfolio’s impact and financial performance.

Minimum portfolio size: $5 million

Private investment options:

  • Venture capital, private equity, debt, real estate, alternatives
  • Highly specialized impact funds
  • Select co-investment opportunities
  • Deal sizes typically $250K – $2M+

Public investments:

  • Concentrated global equities
  • Green or social bonds
  • Fund manager selection

 Please contact us to learn about our fees.