Newground Social Investment, SPC

Bruce
Herbert
,
AIF

Humanizing the Face of Finance for 30 years, Newground focuses exclusively on ESG-impact investing with a specialty in transformative shareholder engagements.  Connecting Money with What Matters, we use well diversified, fossil-fuel-free portfolios that support your values and mission in the world.  

We do deep planning and fee-only ESG wealth management for individuals, families, trusts, and foundations using mutual funds as well as customized SMA (separately managed account) portfolios – joined with direct, private impact investing for accredited investors, and shareholder engagement. 

As the nation’s first SPC (Social Purpose Corporation), we are client-focused legal fiduciaries serving clients nationwide.  SEC-registered  |  New client inquiries welcome  |  $1m starting threshold