INVESTING WITH US

Trillium manages  Large Cap Core,  Small/Mid Cap Core, All Cap Core, and Sustainable Opportunities equity portfolios, all of which can be incorporated into balanced accounts.   We have the ability to create more customized portfolios, including ones that are animal testing free, fossil fuel free, and weapons free, as well as portfolios that reflect Catholic Values.  Our equity investment style is “Growth at a Reasonable Price,” also known as “GARP” or “Core” investing.  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
• Long record of competitive investment returns
• Environmental, Social & Governance (ESG) analysis
• Highly experienced Investment/ ESG Research & Shareholder Advocacy team
• Innovative sustainability strategies
• Deep commitment to advancing environmental sustainability, social justice and human rights through innovative investment, research, and advocacy