We believe you should have the opportunity to invest your principles, without compromising your financial goals. Our objective is to find investable companies that balance the demands of all stakeholders: employees, customers, and shareholders, but also the wider community and the environment. At the same time, we strive to find investments that will be financially rewarding over the long term. It is our strong belief that these two goals are wholly compatible. In nearly forty years of sustainable investing, our investment team has never felt disadvantaged in trying to satisfy both.
Many investment managers have begun to spin off socially responsible, impact or ESG investment offerings. Unlike these firms, all we have ever offered is sustainable investment. Our approach to investing today is consistent with the original approach employed by our founder. The research tools have evolved; our investment team has grown; but what we demand of our investments remains the same. A sustainable investment is an ownership stake. As such, it must offer the strong possibility of compelling financial returns over time, without sacrificing ethics or environment in the process.
Assets in the care of Prentiss Smith & Company.
Individual and institutional investors who have entrusted us to manage their money.
Proxies voted in 2022 to advance the values of our clients.
Dollars invested in green bonds in just the past 5 years.