Impact Investing

Impact Investing

Gender and Environmental Impact Investment Portfolio

GENII is a growth portfolio designed for those interested in generating positive impact on social and/or environmental issues through investing.

Portfolios include innovative, well-managed and financially strong companies that are committed to gender diversity and sustainable business practices.

“A small group of thoughtful people could change the world. Indeed, it’s the only thing that ever has.”
– Margaret Mead, American Anthropologist, 1901 – 1978


The Benefits of GENII:

  • Allows for portfolio appreciation while investing with a conscience
  • Capitalizes on companies that have exhibited improved profitability through a disciplined approach to gender diversity at the management and board levels
  • Includes companies that meet strict Environmental, Social and Governance (ESG) screening criteria

Bottom Line

Our GENII services are managed through asset allocation, sector and equity weightings, and tax considerations are factored into investment decisions.

In addition to the meaningful impact of investments, the GENII portfolio performance will be measured against the S&P 500.


What’s important to you? We would be happy to build a portfolio that aligns with your personal values. If it is important to you, it is important to us.