StakeHolders Capital

StakeHolders Capital is an independent wealth management firm founded by a pioneer of the socially responsible investing (SRI) movement, two options experts from Wall Street, and a financial planner who is also an ethicist. With a combined fifty years experience in financial services, individual and institutional clients choose Stakeholders for personalized service and an investment discipline that provides consistent and competitive returns. Our investment philosophy is rooted in a firm conviction that SRI is the future of investing, and that SRI funds are the ideal vehicle in which to invest. They not only provide competitive returns, they reflect an individuals commitment to environmental sustainability, human rights and social justice. We select our funds within a framework of broad-based global diversification which has demonstrated competitive risk-adjusted returns. Our company is an innovator in ethical investing in that we offer implementation of a hedging strategy that has rarely been offered to socially concerned investors. Through the judicious use of options, we are able to reduce volatility in portfolios. Stakeholders Capital is proud to lead SRI into the mainstream.