Welcome to Brighter Investing

A Public Benefit Registered Investment Advisor specializing in



Invest in causes & companies that drive positive change & can lower your risk…

without sacrificing market returns.

We work with

Individuals & families

Popular sustainable investing themes

It’s your world and your future. Invest wisely.

Environmental Sustainability

Fossil-Free Portfolios

Renewable Energy

Food & Water

Gender Diversity



A global industry that’s growing rapidly

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. Here are some of the terms you may have heard. (And they mean different things.)

Environmental, Social & Governance (ESG) Metrics

ESG Investing / ESG Integration

Socially Responsible Investing (SRI)

Sustainable, Responsible & Impact Investing (SRI)

Corporate Engagement / Shareholder Action

Values-Based Investing

Mission-Aligned Investing

Negative/ Exclusionary Screening

Positive/ Best In Class Screening

Community Investing

Faith-Based Investing

Green Investing

Sustainable & Impact Investing:
Our Definition

Integrating robust financial analysis, ESG criteria AND impact analysis into our decision process and investment recommendations

ESG = Environmental, Social & Governance


How do the company’s products and practices affect the environment?


How does a company manage its relationships with employees, suppliers, and the communities in which it operates?


How well is the company managed through its board and leadership, executive compensation, financial controls & shareholder rights?

Our firm and industry use ESG metrics as a proxy for sustainability — not just environmental sustainability, but long-term business sustainability. ESG metrics rate and rank companies on their environmental impact, social performance and corporate governance. They enable deeper analysis of a company’s everyday business practices. And 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.

Then there’s the biggest question of all: HOW ABOUT RETURNS? Again, studies show that firms and especially diversified portfolios with high ESG ratings are at least statistically equal to unexamined portfolios. Portfolios with high ESG scores can also significantly outperform portfolios with weak ESG scores.

Unfortunately, these investments are plagued with outdated myths: they underperform, cost more, and are only available to wealthy investors. Let’s talk and we’ll debunk these myths and more.

Americans want to invest this way, but they don't necessarily know how

Woman in mountains

Today, most American investors want their investments to make a positive impact

81% on environmental sustainability

80% on society

The majority of investors are interested

>70% asked their advisor about it last year

But advisors have a knowledge and interest gap

<20% of advisors helped them invest this way

6% of advisors have high interest in sustainable investing

Manage risk & improve investment performance
Investors are truly beginning to understand the value of ESG considerations as an effective means of managing risk and improving investment performance.
Amy O'Brien, Global Head of Responsible Investing, Nuveen/TIAA
They’re outperforming everyone else

This is about amplifying the public’s voice. This is about amplifying what Americans think companies should be doing … Go look at the companies that are doing it. They’re outperforming everyone else.

Billionaire hedge fund manager Paul Tudor Jones
Companies must innovate to confront risk

Transformational change is upon us, in terms of both the dangers of planetary risks confronting us, and in terms of the innovations emerging to confront those. Embracing that confluence is where economic growth can and must occur. I think it is safe to say that if a company isn’t reducing the risk profile of the economy, it won’t have tailwinds for growth in the future.

Garvin Jabusch, CIO of Green Alpha, in 'You Can't Serve Two Masters' by Sonya Dreizler
Market-based returns and impact are mutually enhancing
There is still confusion in the sector that impact investing is philanthropy, and others think that all this will generate is less than market returns. We absolutely believe that you can generate market-based returns while you make the impact, and those two are not mutually exclusive. In many respects, they’re becoming mutually enhancing.
Marisa Drew, CEO Impact Advisory & Finance, Credit Suisse
The responsible business world is running ahead
We are entering a very interesting period of history where the responsible business world is running ahead of the politicians and taking on a broader role to serve society.
Unilever CEO Paul Polman
A business imperative

I am convinced that the convergence of business, social impact, and the value of human capital makes absolute economic sense … it is not only a moral duty. It is becoming a business imperative.

Baronness Ariane de Rothchild
The stakes are too high to tolerate business as usual

Future projections for major water, food, unemployment, terrorism, organized crime, and environmental and information pollution lead to complex human disasters. The stakes are too high to tolerate business as usual. The world is racing to implement solutions for global problems with ever-increasing complexity and scale.

The Millennium Project
Business is best positioned to bring change at scale
The market is the most powerful institution on Earth, and business is the most powerful entity within it. Business transcends national boundaries, and it possesses resources that exceed those of many nation-states. Business is responsible for producing the buildings we live and work in, the food we eat, the clothes we wear, the automobiles we drive, the energy that propels them, and the next form of mobility that will replace them. This does not mean that only business can generate solutions, but with its unmatched powers of ideation, production, and distribution, business is best positioned to bring the change we need at the scale we need it.
Andrew J. Hoffman, Holcium (US) Professor of Sustainable Enterprise, University of Michigan


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 levels of service:

Full-Service Registered Investment Advisor

  • Investment management and financial advice to individuals, families and organizations
  • Retirement planning, estate planning, portfolio construction and more
  • Sustainable/impact investment portfolios built for your financial future AND the issues you care about

Investment Management Only

  • Quickly get started with sustainable & impact investing
  • Invest a percentage of your assets, a single account, your entire portfolio – your call!
  • Great if you already have an advisor AND want invest to invest thematically with us.

Sustainable & Impact Consulting Services

  • For advisors, nonprofits and other organizations
  • We’ll provide expertise and services according to your needs


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:


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
More about us
Pledges & Partners

Curious? Contact us!

We’d love to share more details and discuss how these strategies may lower your risk, potentially beat the market, and deliver impact on issues that affect us and future generations.