Customized Portfolios
Customized Portfolio Management for Individuals & Institutions
What We Offer
Trillium Asset Management Corporation (”Trillium”) offers equity, balanced, and fixed income portfolios that are customized to meet each client’s financial and social objectives. We manage investment portfolios for a broad array of individuals and institutions, including individuals with significant wealth, family trusts, foundations and endowments, ERISA funds, and charitable accounts. Our minimum account size for an individual portfolio is $2 million.
Our Commitment to Service
In this increasingly complex and fast-paced world, at Trillium we make listening to clients our top priority.
We are committed to keeping a low ratio of client relationships per portfolio manager to insure that clients receive the level of care and attention they deserve. We are equally committed to being highly accessible to all of our clients. Portfolio managers are available to meet regularly, and each quarter, we provide clients with easy-to-read reports detailing investment activity and performance, as well as our market outlook and social advocacy update.
For most of our clients, we provide the service of proxy voting, assuring that not only the investments, but also the shareholder votes are in accordance with clients social concerns. In addition, our managers work in close coordination with each client’s other professional advisors such as accountants and attorneys, with special attention given to tax-aware strategies for taxable accounts.
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