Investing can be more than just risk and returns. Your assets can make a social impact that changes the world
Our world is going through dramatic social, political, and environmental changes that offer opportunities for a new era of sustainable investment strategies that have the ability to transform traditional systems. Many client families seek to use their wealth to create positive changes that align with their personal values and passions. We truly enjoy providing these services and have access to professionals and funds that target mission-related investments while also offering market-like rates of return.
We spend the time to understand a family’s values, goals, and principles to create an investment program that achieves their personal mission. We help family members adjust their portfolio designs to focus on specific impacts, such as supporting humane treatment of animals or addressing the homelessness crisis. Our real estate team has helped acquire properties for families specifically to preserve wilderness or to serve as a carbon offset. We have helped create and manage several private foundations that have addressed such as climate change, workplace diversity, and the health of the oceans.
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.