We transform portfolios, moving from a list of holdings that doesn’t reflect your values to a portfolio that’s trying as hard as you are to live with integrity in a complicated world!

INVESTMENT ADVISING OFFERING

We partner with people who have inherited wealth to design and implement investment portfolios that embody an explicit commitment to racial and economic justice.

HOW WE ARE DIFFERENT

  • We have deep, ongoing relationships with leaders in the solidarity economy movement

  • We facilitate direct investments into local economies that focus on racial, economic and gender justice

  • We use an integrated capital approach, allowing clients to integrate their giving, investing, and activism to resource the communities and projects they love

  • We each bring over a decade of work in movements for racial and economic justice, and use a social justice lens to evaluate financial vehicles

  • We prioritize a collective rather than individual approach, knowing that we’re stronger together      

  • We have extensive experience working with people with wealth to transform patterns around guilt and shame in service of mobilizing resources for our collective liberation      

HOW WE WORK

We transform investment portfolios by balancing key elements of portfolio management, like your risk tolerance, asset allocation, diversification and cash needs, with what it is to be human, including your values, passions, and feelings.

 

Chordata Capital has partnered with Natural Investments, which allows us access to over 30 years of experience in the field of Socially Responsible Investing. Natural Investments has been a leader in the SRI space, developing expertise in socially-responsible private equity, bonds, community development lending institutions and venture capital offerings.  Like many of our colleagues at Natural Investments, we are committed to long term investments that support the health and well-being of our communities and the planet. We’re building on Natural Investment’s rich history, and introducing our own frameworks centering wealth redistribution and reparations.

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HERE’S HOW WE WORK WITH YOU TO BRING YOUR INVESTMENT PORTFOLIO INTO ALIGNMENT WITH YOUR VALUES:

We invite you into conversation to learn more about your story, your goals and your passions.

We listen for what lights you up, and we note where you’re holding fear and contradictions.

We develop a strategy for your investment portfolio that blends your goals and intentions with investments that seek to repair using our theory of change.

Our approach uses 2 complementary frameworks that blend giving and investment. One model shifts into the new paradigm as we inhabit the old.  This theory of change includes community lending institutions, fixed income, bonds and public equity. The second gradually transitions all asset classes into investments in the Solidarity Economy. We work with the other financial professionals in your life, including accountants, family offices, and family members, to ensure a

We stay connected. We share stories and impact metrics to communicate the evolution of your portfolio. We introduce you to the financial activists you’re investing in, and share how your work weaves into broader movements for racial and economic justice. We stay in relationship and have conversations about your path and your growth.  We also stay connected with our allies in the field. It is our job to stay informed of what is blossoming in the work of the Solidarity Economy.

PARTNER WITH US:

We work with thoughtful individuals who have a radical spirit and inherited wealth.  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.

We offer investment advising for investors looking to shift at least $1 million to investments in racial and economic justice.

We offer an annual cohort,  a 9-month program that moves financial advising relationships out of isolation and into community with innovative financial activists to experiment with emergent investment strategies.

We offer coaching, consulting and a Magic Kit with artwork to inspire, resources to inform and community to practice.

Let’s have a conversation to figure out what shape our partnership can take!

Kate Poole and Tiffany Brown, the principals of Chordata Capital, are investment advisory representatives of Natural Investments LLCNatural Investments is an independent Registered Investment Advisor firm. Chordata Capital is not a registered entity and is not an affiliate or subsidiary of Natural Investments.

Kate Poole and Tiffany Brown, the principals of Chordata Capital, are investment advisory representatives of Natural Investments LLCNatural Investments is an independent Registered Investment Advisor firm. Chordata Capital is not a registered entity and is not an affiliate or subsidiary of Natural Investments.

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