Corporate Profile
Founded in 1982, Trillium Asset Management Corporation (”Trillium”) manages investment portfolios for a broad array of clients, including individuals with significant wealth, family trusts, foundations, ERISA funds, and charitable accounts.Client needs and objectives are foremost in the TRILLIUM ASSET MANAGEMENT® approach to investing. We aim to fulfill the unique financial and social goals of each client. Our dedicated, highly qualified and motivated professional staff manage equity, balanced, and fixed income accounts with a client-driven, highly personalized management style.
Common stock ownership in Trillium has been broadly shared by its employees since its inception over twenty-five years ago. Formed to serve the needs of socially concerned clients, we have consistently expanded the impact of our clients’ dollars.
On December 1st, 1997, Wainwright Bank & Trust Company of Boston purchased thirty percent of the equity of Trillium, in the form of preferred stock. This alliance broadens and deepens the services we provide our clients. A leader in the socially responsible banking industry, Wainwright has made community development, affordable housing, the advancement of women and minorities, and other social issues a prominent focus of its activities.
Wainwright Bank & Trust Company
A commercial bank known for its progressive social agenda, Wainwright Bank & Trust Company has thrived, as it says, by “doing unconventional things.” The bank has incorporated a socially responsible business philosophy and a deep commitment to social justice throughout its operations.
In 1997, it entered a new arena of the socially responsible financial world with its investment in Trillium (Wainwright purchased 30% of the equity of the company, held in the form of preferred stock). Wainwright has been an innovator for financing non-profit organizations and low-income housing. Despite having less than 1% of the total banking assets in Greater Boston, Wainwright has financed over 50% of the local housing projects for people living with AIDS. It has also been involved with creating over 1,000 units of affordable and special needs housing in Boston and Cambridge.
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