Investing for a higher purpose
The Sustainability Group helps wealthy clients invest in companies that do business in ways that value people and the planet, as well as profits. We integrate sustainability research with fundamental analysis to provide customized investment solutions that reflect our clients’ individual needs and priorities.
The Sustainability Group manages roughly $3.4 billion in assets using socially responsible investing criteria*.
* As of 6/30/2023.
A legacy of socially responsible investing
While many firms are just discovering sustainable investing, we have offered this approach to our clients since 1987. Our investment strategy is guided by our deep understanding of corporate impact and our significant experience as investors.
A highly personalized approach
Serving individual investors and their families is our primary focus. We custom tailor portfolios to each client’s unique needs and their environmental, social, and governance (ESG) values.
Focus on investment returns
We believe strongly that socially responsible investing and healthy returns go hand-in-hand. Our investment approach is designed to help clients achieve their financial goals in ways that promote sustainability.
Trusted advice, superlative service
We help clients and their families navigate complexity and simplify their financial lives, serving as trusted advisors from one generation to the next.
Deep professional resources
As part of Loring, Wolcott & Coolidge, the Sustainability Group can provide a wealth of expertise and resources for every aspect of our clients’ financial lives—from estate planning and philanthropic strategies to tax planning and preparation.
Learn more about our services.