INVESTING WITH US

Our management philosophy asserts that concerned investors can achieve competitive investment returns while promoting social, environmental, and economic goals. We are long-term investors, with a three to five year investment horizon, and our equity investment style is “Growth at a Reasonable Price,” also known as “GARP” or “Core” investing.

We manage  Core,  All Cap Core,  Large Cap Core, Small/Mid Cap Core, and Sustainable Opportunities equity portfolios, all of which can be incorporated into balanced accounts.  We also offer fossil fuel free and animal testing free portfolios.  We believe that our risk-adjusted performance benefits from combining multiple sources of investment insight within a rigorous risk management framework.

Highlights of Trillium:

  • Equity, balanced, and fixed income portfolios designed to meet specific financial and social objectives
  • A long record of competitive investment performance
  • Highly personalized attention from a team of experienced professionals
  • A  deep commitment to advancing environmental sustainability, social justice and human rights through innovative investment, research, and advocacy


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