In the past few years a lot of interest has popped up around sustainable investing (also known as socially responsible) but many people don’t know what exactly this means or where to start. As the sustainable investing market grows so too does the complexity surrounding the nuanced approaches and ever evolving creation of often confusing names and information. To help our clients navigate this process we have built two portfolios that follow a sustainable investing process.

What is Sustainable Investing?

In our society we believe that most corporations provide a net benefit through their products and services, job creation and overall behavior. As a responsible investor our sustainable portfolios seek to invest in companies that balance the needs of financial and non-financial matters and demonstrate a commitment to the rights of individuals, communities and the global good. These two are the ESG (Environmental, Social and Governance) and USCCB (United States Conference of Catholic Bishops) portfolios.

ESG (Environmental, Social and Governance)

Our ESG portfolios seek to identify companies that operate in a manner consistent with the following:


air and water pollution
biodiversity and deforestation
climate change
carbon emissions
energy efficiency
waste management
water scarcity



community relations
customer satisfaction
employee engagement
gender equality
diversity policies
human rights
labor standards



audit committee structure
board composition
bribery and corruption policies
executive compensation
lobbying activities
political contributions



USCCB (United States Conference of Catholic Bishops)

Our USCCB portfolio seeks to invest in companies that meet the following framework:

       •  Protect human life
       •  Promote human dignity
       •  Reduce arms production
       •  Pursue economic justice
       •  Protect the environment
       •  Encourage corporate responsibility