Because it matters
In today’s complex world, too many critical social and environmental needs go unmet, often for lack of funding. Investing in local economies and community lending institutions and initiatives helps address this problem at the grassroots level. Our clients enjoy the opportunity to participate in creating a sustainable world, while pursuing their financial goals.
See how our clients are making an impact
While many investors are just discovering impact investing, The Sustainability Group has embraced it for more than 30 years. We are proud to be one of the largest private client asset managers of community development investments. Our clients have invested nearly $65 million in community banks, credit unions, loan funds, and international microfinance institutions.
We create direct impact investment portfolios to match the interests and values of each client. Whether the focus is local or global, social justice or environmental preservation, we can present solutions that address each client’s priorities.