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Investment Advisors & Wealth Managers
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 Investment Advisors & Wealth Managers
Financial advisors help foundations and family offices with
financial
administration, financial and tax planning, as well as select
relevant
investment firms and related services.

Amplifier Strategies customizes their engagements to each client's unique context and stage of development, investing deeply in learning about the mission, history and current challenges their organization is facing. By offering a comprehensive package for philanthropists, mission investors and social enterprises in each stage of the journey, Amplifier is able to be very flexible. In either case, we operate in a partnership model, where we define success for the project for our firm, as well as for how the project will advance the organization's mission and priorities. Then we stay the course from design to implementation.
The CAPROCK Group develops customized,
comprehensive and strategic financial solutions for high net worth individuals
and families who don't have the expertise or the time to do so on their own. We
base every decision on unbiased analysis that suffers no outside pressure
and that has only one goal: to protect and grow our clients’ wealth. We invest
in people and technology to deliver transparent, comprehensive performance
reporting. We impose structure on what we frequently see as quasi-organized
confusion.
Contact Fund is a private, mission-driven loan fund facilitating short-term financing to high-impact not for profits in New York City. Started in 2005 by its founder and sole member, Mark Reed, Contact Fund has grown to add 60 investors and has made loans to 21 New York City-based organizations. Federal Street Advisors comprehensive investment consulting
advice and family office services benefit a select group of foundations and
wealthy individuals and families. Founded in 1991, Federal Street is
celebrating 20 years of serving our clients. Federal Street is unique in that
it offers institutional depth with the flexibility of a boutique.
For foundations interested in aligning their portfolios with their mission,
Federal Street works with clients to balance their financial return objectives
with their social goals. We help determine the level to which they are
comfortable explicitly incorporating Environmental, Social, and Governance
(ESG) factors into the design of an investment program, discussing trade-offs,
risks, and opportunities.
RBC SRI Wealth Management, since
1983, has offered comprehensive investment strategies for
sophisticated investors committed to social change. Today, our team
of eight investment professionals consults on over $1 billion in assets
and is one of the leading investment consulting groups in the country
exclusively focused on social and environmental investing. Our diverse
backgrounds in finance, philanthropy and advocacy help us provide a
unique investment experience. We provide a team approach to each client
that ensures our ability to provide personalized, customized advice
throughout the investment experience.
Threshold
Group is a Family-owned wealth management firm dedicated exclusively to serving
private families and family foundations.We offer integrated investment, financial,
legacy and administrative services – all aimed at helping our clients achieve
their mission and a personalized vision of what matters most in their lives.
Veris Wealth Partners is a sustainable wealth management firm dedicated to aligning families’ and
foundations’ financial objectives with their mission and values. They structure
fully-diversified portfolios that aim to catalyze social and environmental
transformation while bringing rigor and discipline to the investment process. Veris
puts your money to work with a purpose. Veris provides our clients with access
to high-quality sustainable, responsible and impact investment opportunities
that leverage our extensive knowledge of financial, environmental, social, and
governance issues. Veris Wealth Partners is an independent, owner-managed SEC registered
investment advisory firm with offices in New York, San Francisco, and Portsmouth.
We believe that "Sustainability Matters" and those companies, families
and foundations implementing responsible practices will lead.
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