At Stakeholders Capital, we are deeply committed to maximizing both our clients’ returns and their positive impact in the world. We combine traditional investment strategies with our in-depth knowledge of impact and sustainable investing to create diversified portfolios unique to each client’s financial goals and risk tolerance. We are an independent firm, not tied to a large company's quotas or l
imited offering of investment vehicles. You will read many terms and phrases under the large umbrella of financial services. We intentionally chose the description ‘wealth management’ because it’s more comprehensive. The other terms and phrases commonly seen are: asset management, financial planning, financial advising, etc. Wealth management encompasses a more holistic view of a client’s financial life. We cooperate and coordinate with estate attorneys, tax experts, life insurance specialists, and other financial planning professionals to create a thorough overall tax estate financial plan. We employ strategies that enable clients to free up assets with large capital gains, allowing them to transition their accounts efficiently to a socially responsible portfolio. The client experience is what we value most. We pride ourselves on close relationships based on clear communication, transparency and trust. We use simple language to demystify complex issues, and provide a wide range of investment options. We tailor plans to each clients’ unique circumstances. For instance, certain social screens matter more to some clients while different criteria may be a priority to others.
