Socially Responsible Wealth Management

Values Based Investing & Conservative Hedging

StakeHolders Capital is a full service investment management firm committed to advancing Socially Responsible Investing (SRI). We create portfolios for individual and institutional clients that meet both their financial goals and ethical standards and unlike our competitors, offer a sophisticated strategy to reduce volatility. We invest in funds based on a conviction that they offer competitive returns with access to broad diversification at a lower cost to clients. StakeHolders Capital is independent and does not receive commissions or referral fees of any kind.  Discover the power of your investments with StakeHolders Capital.

Socially Responsible Investing:


How can Socially Responsible Investing – SRI – help you?

Chairman Terry Mollner:


Closing remarks on Aspen Institute’s series: Selling Without Selling Out – lessons learned from SRI firms acquired by status quo companies