TBLI Group is one of the most authentic ESG, SRI, impact investing networks today. I'm happy to share that I'll be interviewed tomorrow morning, Wednesday August 10th by founder Robert Rubinstein at 9am Eastern Time (USA). We'll discuss my journey in the space before and during my tenures with Stakeholders Capital, and Perigon Wealth Management, LLC. You can register and join the event for free by going to this site:
Stakeholders Capital
Investment Management
Amherst, MA 269 followers
Comprehensive wealth management services and financial planning grounded in a positive outcome for all stakeholders.
About us
Stakeholders Capital, Inc. is a socially responsible wealth management firm committed to integrating clients’ values with their financial goals. As leaders in socially responsible investing (SRI), we create customized portfolios to meet our clients' financial goals while honoring their values. We offer comprehensive wealth management services including financial planning, investment management, and impact investing expertise. Our strategy combines the best practices of traditional investing with the added focus on social impact. We firmly believe that responsible companies are simply better and smarter investments. Extensive research supports that socially responsible investing offers competitive returns. SRI is the fastest growing segment of the financial services industry. The company selects investments within a framework of comprehensive financial planning and broad-based global diversification. In addition, if clients so choose, extensive knowledge of high-impact and local investing opportunities allows us to offer alternatives to traditional investing for a portion of clients' portfolios. From our offices in Amherst, MA and Santa Monica, CA we serve a global clientele with a shared mission to address environmental, social and governance (ESG) challenges and seize opportunities through the power of their portfolios. We are fee-only and independent. Testimonial Policy Request: The government has strict regulations concerning testimonials on investing advice. Please do not leave any testimonials or endorsements related to any Stakeholders Capital team member concerning investing advice.
- Website
-
http://www.stakeholderscapital.com
External link for Stakeholders Capital
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Amherst, MA
- Type
- Privately Held
- Founded
- 2008
- Specialties
- SRI, CSR, Community Investing, Impact Investing, SRI crowdfunding, Private SRI equity & debt, Social Ventures, and Financial Planning
Locations
-
Primary
Get directions
321 Main Street
Amherst, MA 01002, US
Employees at Stakeholders Capital
Updates
-
Kudos to my colleague Bud Sturmak at Perigon Wealth Management, LLC on hosting another terrific ESG Round Table today. He has been wrangling great speakers and many advisors outside of Perigon to have compelling webinars. Today featured John Streur, the head of Calvert Investments, a $40 billion ESG/SRI firm now a division of Morgan Stanley. https://lnkd.in/ev5miRYb And Emily Green, head of private wealth at Ellevest https://lnkd.in/eeXjjb-j These are top tier talents and it's no small feat to get them as guest speakers. One key take away is that if you're not talking to your clients about ESG, then they're probably talking to someone else. Stakeholders Capital is a proud Perigon Partner. If you'd like to be added to the email list for the ESG Round Tables, please message Bud.
-
Hi y'all, The American Sustainable Business Network is looking for a new acting Director. https://lnkd.in/eg5kyQCu It's a great organization and I'm a member. Thanks! Andrew
CEO (Acting) - American Sustainable Business Network
asbnetwork.org
-
Hi y'all, The American Sustainable Business Network is looking for a new acting Director. https://lnkd.in/e-5zz9En It's a great organization and I'm a member. Thanks! Andrew
CEO (Acting) - American Sustainable Business Network
asbnetwork.org