Think it’d be great to have an endowment but aren’t sure where to start? This is for you!We’re getting together with some brilliant experts across multiple fields to help nonprofit leaders and board members who think it’d be great to have an endowment but aren’t sure where to start. Jan. 21, 2026 10 am Pacific/ 1 pm Eastern We’ll walk you through more impactful fundraising techniques, attract planned giving, Read More

We just passed another milestone: 6 years in business!We’re so grateful for all the wonderful nonprofits who have trusted us — a small, women-owned firm that combines financially smart investment services with socially responsible values that support your mission.In the emerging frontier of social investing, we saw that the specific needs of nonprofits were being underserved by the investment business community. Read More

We’ve had so much going on this year, but we want to share an important milestone we crossed.Drum roll, please … we now have more than $100 million in assets under management!That’s more than just a big number — though we do come from an industry that cares about having lots of zeroes.We see it as a testament to our clients’ faith in us managing their investments wisely so they can focus on their mission and have a Read More