INVESTING WITH US

Trillium Asset Management Corporation: Leading the Way in Social Investment

Customized portfolio management for individuals and institutions.

Trillium Asset Management Corporation (”Trillium”) is the oldest and largest independent investment advisor devoted exclusively to socially responsible investing. Since 1982, individuals and institutions have chosen to invest with Trillium because of their confidence in the exceptional level of personalized service, the investment discipline providing consistent and competitive returns, and the unique focus on social research and advocacy.

Trillium manages customized portfolios for individuals and institutions, offering:

  • Equity, balanced, and fixed income portfolios designed to meet specific financial and social objectives
  • A long record of competitive returns, delivered by a disciplined, rigorous investment approach
  • Highly personalized attention from a team of experienced professionals that includes some of the pioneers in social investing
  • Special attention to tax-sensitive situations
  • An unmatched long-term record of achieving real, lasting change through social investment


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