A BRIGHTER WAY TO INVEST FOR THE FUTURE
Invest in causes & companies that drive positive change & can lower your risk…
without sacrificing competitive returns.
WE WORK WITH
Individual investors & families
You’re investing for retirement, for specific goals, for your family’s future. We provide a full suite of financial advisory and investment management services focusing on your long-term financial goals AND the sustainable/impact causes you care about.
Nonprofits & foundations
Visionary foundations, nonprofits and other organizations often want to align their financial assets with people / planet-focused missions. We build & manage public stock portfolios & private investments designed around your financial and impact goals.
We also offer investment-only and flat-rate services for people & organizations. Already have a financial advisor? Want to get started with a small amount or invest in one of our private opportunities? We’re here to help. Let’s talk!
Shift an unexamined portfolio to sustainable
We’re here to help you invest your portfolio intentionally for a future that aligns with your vision, views and priorities. If you care about it, we can help you invest in it.
Climate & Environment
Fossil-Free Portfolios
Renewable Energy
Food & Water
Gender Diversity
Education
And introducing our comprehensive Social Justice Strategy
Whether you’re growing your wealth, building a legacy, or looking for a powerful way to support your vision, we help ensure your money reflects what matters.
WHAT IS SUSTAINABLE INVESTING / IMPACT INVESTING?
It may seem like a hot new topic, but sustainable & impact investing has been around for decades, even centuries . . . though with varying strategies and a myriad of confusing names like ESG investing, socially responsible investing, green investing, values-based investing, mission-aligned investing, and plenty more.
The good news: We incorporate all of these “flavors” into our comprehensive approach. It’s all based on YOUR goals and what YOU care about. Every client is different. So is every client portfolio.
People often ask us “Is this ESG investing?” or “What is ESG?” ESG stands for Environmental, Social and Governance, and it’s data about how a company manages risks in three areas:
ENVIRONMENTAL
How do the company’s products and practices affect the environment, and what risks do those practices pose?
SOCIAL
How does a company manage its relationships (and risks) with employees, suppliers, and the communities in which it operates?
GOVERNANCE
How well is the company managed through its board and leadership, executive compensation, financial controls & shareholder rights?
ESG metrics enable deeper analysis of a company’s everyday business practices and risks. But ESG rankings aren’t a standalone proxy for sustainability or the impact of a company’s business model. They’re simply one of the many tools we may use to evaluate companies or mutual funds.
More good news: Sustainability is good for business. The meta-studies of studies are clear: strong sustainability standards can reduce the cost of capital, limit exposure to significant environmental and regulatory risks, help companies attract and retain skilled workers, build brand loyalty, mitigate liability risks, improve credit ratings, and deliver greater operational performance.
We care deeply about helping clients mobilize their capital to align with what matters to them. We’d love to talk with you about your goals and how they may fit with what we do.
Americans want to invest this way, but they don't necessarily know how
Most American investors want their investments to make a positive impact:
The majority of investors are interested:
But advisors have a knowledge and interest gap:
OUR SERVICES
Sustainable Investing is Smart and Important
We believe every American deserves to invest this way, and we want to make it easy to get started. That’s why we offer 3 types of service:
ABOUT US
What we do as people and as a company make a difference, and we strive to make a big one.
That’s why Brighter Investing is a legal Public Benefit organization focused on the triple bottom line: PEOPLE, PLANET & PROFIT
We’re committed to high environmental, social and governance standards — the same kind of metrics we incorporate into our investment analyses for clients.
We want you to feel proud of what you accomplish, of the difference you make, of the future your investments and actions help create.
Yet our vision goes even further as we explain in our Statement of Public Benefit. We’re also focused on:
- FINANCIAL LITERACY: Helping people of all ages invest more successfully for their futures
- CAUSE-RELATED EDUCATION & EXPERIENCES: Engaging Americans so they can become stronger supporters and advocates for the causes they care about
