We manage equity, balanced and fixed income portfolios for high net worth families and individuals, foundations, endowments, religious institutions and other non-profits.

Our relationships are based on personalized service, an investment discipline providing consistent and competitive returns, and a deep commitment to sustainability. Through innovative investment, research and advocacy, we work to advance the environmental and social goals of our clients.

Hot News

Ceres and Trillium Announce Third Annual Joan Bavaria Awards

February 17th, 2010

Investors Call on Equipment Manufacturers to Cease Sourcing from Democratic Republic of the Congo

February 4th, 2010

SEC Issues Ground-Breaking Guidance on Climate Change Risk Disclosure

January 28th, 2010

Trillium Urges FCC to Adopt Strong Open Internet Principles

January 20th, 2010

Trillium In The News

“RISK: SEC reverses Bush-era policy on climate disclosures”[eenews.net]

October 30th, 2009

“Pebble Mine opponents release investor advisory” [National Jeweler]

October 30th, 2009

“Corporate America’s Enlightened Disclosure” [National Journal]

October 26th, 2009

“FDA to reassess toxin in cans, plastic” [San Francisco Business Times]

July 1st, 2009

Advocacy

Shareholder Activists Win Important Victory at SEC

February 25th, 2010

What’s On Your Plate? Pressing Chipotle on Pesticides

February 25th, 2010

Commentary

Business’s Enduring Image: Venality!

February 25th, 2010

Q&A With New Trillium CEO Matt Patsky

February 25th, 2010