We provide personalised and professional investment management services for investors who want to ensure their investments take full account of their environmental, social and ethical concerns.

Our investment management service is based on four core beliefs:

• You should know the person who is managing your investments.
• Your portfolio should be managed in an objective manner that reflects your environmental, social and ethical investment requirements.
• You should not have to worry about the administration of your portfolio – that is our job.
• In an ever-changing economic environment, you should expect stability and professionalism from one of the UK’s leading investment managers.

We work with private individuals, trusts, charities, pension funds, and their professional advisers.

Importantly, we only manage ethical and responsible investments. Understanding and interpreting environmental, social and ethical issues is integral to our business.

We work with over 800 clients across the UK and manage over £458 million in assets*. Our team has been at the forefront of ethical and responsible investment since 1992, and launched one of the UK’s first tailored ethical portfolio services.

* 30 June 2011