The Humphreys Group is a women-owned wealth management firm dedicated to providing personalized financial planning and investment management services. With a focus on women’s unique financial challenges, they empower clients to achieve financial independence and success. Their commitment to social responsibility and inclusivity makes them a leader in the industry.
Piguet Galland offers tailored private banking and wealth management services, focusing on sustainable finance and personalized client support. With a commitment to ESG principles, they guide clients through investment strategies, tax advice, and comprehensive financial planning, ensuring responsible growth and long-term impact.
U Ethical is Australia’s original ethical fund manager, focusing on responsible investing and community contributions since 1985. With over $1.4 billion in funds under management, they prioritize sustainability and social justice, making a positive impact on society and the environment.
Investment Quorum is a boutique wealth management firm in London, providing personalized financial advice and investment services tailored to individual client needs. With a focus on sustainability and a commitment to social responsibility, they help clients navigate their financial journeys with confidence. From young professionals to retirees, Investment Quorum adapts its services to meet the evolving needs of its clients, ensuring a clear path to achieving their financial goals.
BakerAvenue Wealth Management specializes in personalized financial and investment services, focusing on sustainability and long-term growth. Their expert team offers tailored strategies for tax planning, impact investing, and comprehensive wealth management, ensuring clients achieve their financial goals while making a positive societal impact.
ImpactAdvisor LLC specializes in personalized, sustainable wealth management, focusing on tax-aware strategies for families, business owners, and retirees. Their commitment to ESG principles ensures that investments align with clients’ values while aiming for superior after-tax returns. With a focus on direct indexing and private equity, they provide tailored solutions that help clients navigate their unique financial journeys. ImpactAdvisor also emphasizes transparency and ethical investment choices, making it a trusted partner in achieving financial goals sustainably.
Aikya Investment Management is an independent, employee-owned firm specializing in Emerging Markets equity portfolios. Their focus on long-term returns and sustainability sets them apart in the investment landscape. With a commitment to minimizing downside risk and fostering a culture of thoughtful decision-making, Aikya treats client investments as their own. Their partnership with Pinnacle further enhances their ability to concentrate on delivering value in the Emerging Markets sector.
Pekin Hardy Strauss Wealth Management is a Chicago-based investment firm that specializes in personalized financial planning and value-driven investment strategies. With nearly three decades of experience, they focus on understanding clients’ unique needs and values to craft tailored portfolios. Their commitment to fiduciary responsibility ensures unbiased advice, while their emphasis on sustainable investing aligns with modern economic goals. The firm’s disciplined approach to value investing, combined with a deep understanding of market dynamics, positions them as a trusted partner for clients seeking long-term financial success.
Social(k) offers a unique approach to retirement savings by aligning investments with Environmental, Social, and Governance (ESG) criteria. This enables individuals and institutions to invest responsibly while achieving financial goals. With comprehensive fiduciary services and a focus on transparency, Social(k) empowers investors to make informed choices that reflect their values. By choosing Social(k), you can ensure your retirement plan contributes positively to the planet and society.
Aspen Leaf Wealth Management, PBC specializes in fee-only financial advice for sustainably minded investors. They focus on ESG portfolios, helping clients transition into retirement while reducing taxation. Their commitment to socially responsible investing ensures that clients’ values align with their financial goals. With a team of Certified Financial Planners®, they provide personalized advice without the pressure of product sales or commissions. Located in Golden, Colorado, they offer both in-person and virtual consultations, making sustainable investing accessible and convenient.
Artesian is a global alternative investment management firm founded in 2004, specializing in public and private debt, venture capital, and impact investment strategies. With a focus on delivering sustainable performance and value, Artesian supports innovative ideas and founders while adhering to core values of integrity, collaboration, and sustainability. The firm’s diverse portfolio and tailored solutions position it as a leader in the investment advisory landscape.
AdvantiKA GmbH is redefining business norms by integrating sustainability and social responsibility into its core operations. The project focuses on empowering leaders and organizations to adopt sustainable practices, emphasizing gender equality and the circular economy. With measurable outcomes and a commitment to environmental stewardship, AdvantiKA is paving the way for responsible success in the business world.
Change Finance is dedicated to transforming the financial landscape by prioritizing environmental, social, and governance (ESG) factors. Their commitment to carbon-neutral investments and active engagement with companies aims to create a more just and sustainable world. By aligning their mission with the United Nations Sustainable Development Goals, Change Finance demonstrates that finance can be a powerful force for good, making a positive impact on society and the planet.