Looking for your next step in the world of green finance? The following asset management firms are able to assist higher-net-worth individuals in establishing customized fossil-free portfolios upon request. They may also help you shift the assets of your house of worship, university, or pension plan.
- 1919 Investment Counsel
- Amalgamated Investment Services
- Appleseed Capital
- Arjuna Capital
- Boston Common Asset Management
- Boston Trust Walden
- Calvert Asset Management
- Clean Yield Asset Management
- Earth Equity Advisors
- First Affirmative Financial Network
- Green Alpha Advisors
- Horizon Investment Services
- Impax Asset Management
- Jantz Management LLC
- JPS Global Investments
- Newground Social Investment
- North Sky Capital
- Northstar Asset Management, Inc.
- The Sustainability Group
- Trillium Asset Management
- Veris Wealth Partners
- Vision Capital Investment
- Washington Square Capital Management
- Zevin Asset Management
Evaluating asset managers
Unlike owning direct stock, which allows individuals to vote their own shares, for mutual funds and ETFs, the asset manager votes those shares -- and large asset managers such as BlackRock and Vanguard often vote these shares in a way that may not align with your values.
The Center for Active Stewardship rates asset managers based on how they vote on shareholder resolutions facing the companies held in the mutual funds and ETFs they manage. CAS's scorecards let you know how hundreds of asset mangers are doing -- so you can push your asset manager to do better or move your investments somewhere else. You can choose from a wide range of pre-selected scorecards or build your own.
Green America assumes no legal or financial responsibility for the practices, products, or services of any businesses listed. Please read all materials carefully prior to investing.
