Sustainability

Investing for social and environmental progress

We help our clients invest in companies that do business in ways that value people and the planet, as well as profits.

While many firms are just discovering the appeal of socially responsible investing, we have been offering this approach to our clients for over 25 years. The Sustainability Group was founded and is led by Amy Domini, a nationally recognized leader in the field of socially responsible investing.

We integrate sustainability issues with fundamental analysis and a clear understanding of each client’s goals to provide investment solutions that reflect their priorities. Our approach focuses on three key elements:


The Sustainability Group manages nearly $1.5 billion in assets using socially responsible criteria originally developed by Amy Domini.