Investing can be more than just risk and returns. Your assets can
provide important support for causes you care about
Our world is experiencing dramatic social, political, and environmental changes. Many of our client families want to take advantage of opportunities for sustainable investment strategies that make a social impact. They want to use their wealth to drive positive change that aligns with their personal values and passions. We have access to professionals and funds that target mission-related investments while also offering market-like rates of return.
We take the time to understand each client family’s values, goals, and principles to create an investment program that achieves their personal mission. We help them adjust their portfolios to focus on specific impacts, such as supporting humane treatment of animals or addressing the homelessness crisis. In addition, our real estate team has helped acquire properties for families specifically interested in preserving wilderness or creating a carbon offset. We also have helped establish and manage several private foundations that address social and environmental issues such as climate change, workplace diversity, and the health of the oceans.
DISCLOSURE
The case studies described herein are intended to illustrate Manchester Capital Management’s approach to developing personalized solutions to our clients’ unique investment management problems. These examples should not be considered to be recommendations for any particular client and are not intended to demonstrate a pattern of success or guarantee positive performance. Because our recommendations are individually tailored based on each client’s individual needs, there is no guarantee that our approach to managing any client’s account will share some or all of the characteristics as the situations depicted.
Nothing contained on this website constitutes investment, legal, tax or other advice and is not to be relied on in making an investment or other decision.
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