We envision a world that works for all of humanity’s 7.8 billion people and the planet.
Impact investing has the power to help realize that vision and is an integral part of the wealth management process. We work with you to build a diverse investment portfolio that integrates your values within a disciplined due diligence process, moves the needle on issues you care about, and allows you to achieve your goals. Here’s how:
Co-create an impact strategy
We work with you to craft a strategy that outlines personal impact targets and the resources available (investments, grants, or time) to achieve these impacts.
Multi-Phase Implementation
With the impact strategy as our roadmap, we evaluate and deploy capital to best-in-class investment and philanthropic opportunities over time.
Monitor, Report & Iterate
Ongoing, we monitor and report on the progress of implementation and iterate the impact investing strategy accordingly.
Who We Serve
Advisors
impact resources
Media + Insights
By: Katrin Lewis & Ali Motroni
Originally Published: The Food Waste Funder Circle Team