Delivering Sustainable Investments Since 1982®

Advisors

Advisor Resources
Advisors play a vital role in helping us meet the needs of private investors and organizations that do not qualify for our direct minimums. Our separate account strategies are available on many of the largest advisor platforms.

How it Works

  1. Look up Trillium products on your firm’s platforms.
  2. Please call us if you do not see a particular Trillium product listed.
  3. We can provide you with client marketing material to help you attract SRI clients.
  4. We are pleased to help you better serve your clients by providing updates about portfolios, performance, screening, and advocacy strategies.

Please contact:

Tom Simunovic 150x150Tom Simunovic
Regional Sales Consultant
617-532-6673
tsimunovic@trilliuminvest.com

Lisa MacKinnonLisa MacKinnon
Investment Manager
617-532-6665
lmackinnon@trilliuminvest.com

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