Investment Disciplines

Our Investment Capabilities

We offer a range of investment styles that can be combined in a customized way to help meet each client’s unique financial goals.

Our highly experienced professionals work as a team to provide attentive, individual service and a disciplined and personalized approach to investing client assets. Our portfolio managers average over a quarter century of experience in the investment industry and include some of the pioneers in social investing.

Working together, the TRILLIUM ASSET MANAGEMENT® team combines its thorough knowledge of each client’s circumstances and objectives with a disciplined, rigorous approach to top-down economic analysis, security selection, asset allocation and risk control. This process is further enhanced by our analysis of long-term social and environmental practices and their potential effect on a company’s earnings. The combination of financial and social research provides a powerful edge in identifying securities best positioned to outperform over time. Our performance history demonstrates the compatibility of socially responsible investing and competitive returns.

We offer the following investment opportunities:


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