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Investment Advisors & Wealth Managers

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.