Environmentally Friendly and Socially Responsible investing

ESG Investing

Our balanced approach

Starting with the assertion that we invest to make money, we generally look for companies that have a strong value proposition, a strong management team and strong prospects for growth.

We generally believe that companies that by their nature look for ways to reuse, recycle and drive efficiency will do better than those that have a short term, wasteful mentality.  We also generally believe, and some research supports, that companies who pursue profit and investment opportunities in partnership with their employees, their customers and their suppliers generally have greater long term prospects. 

We'd love to work with you and understand your values to build a portfolio of companies that you are excited to own and that deliver long term capital appreciation and financial security.