Communities of color, women, and all those who have historically been denied access to capital need investment dollars to support their self-determination. People with wealth are uniquely positioned to offer investment capital, helping to restore a greater balance in our economic system. Our clients, our firm, and our financial activist allies are a part of a vibrant ecosystem in the United States working to redistribute wealth and power.
Our investment advising, cohort programs and consulting bring grace and ease to moving resources in service of healing and repair.
ANNUAL COHORT This 9-month program moves financial advising relationships out of isolation into community by bringing together 5-10 people with inherited wealth to decode their investments, reflect on their history, transform financial patterns and work with innovative financial activists to experiment with emergent investment strategies.
INVESTMENT ADVISING We work with thoughtful individuals with inherited wealth and a radical spirit. Our approach balances present and future needs with a desire to address the extractive history of wealth accumulation through investment portfolios that center racial, economic and gender justice.
FIELD BUILDING Our continued work building relationships with values-aligned lending institutions, networks, and entrepreneurs strengthens the impact of our collective work, and facilitates a more diverse network of collaborators.
CONSULTING We offer consulting, webinars and events to orient investors and their advisors to redistributive and restorative investment strategies.