I need investments that align with my social justice values…

We can help! Today, finding authentic options for socially responsible investment (SRI) is nearly impossible. Most SRI portfolios not only fail to support justice for people and the planet, they frequently do significant harm. Some of this is a result of who has traditionally led SRI – mostly older, white, straight, men who are employees of large financial firms with conservative social values. By contrast, Robasciotti & Philipson is an independent, woman-owned progressive firm, led and staffed by women, people of color, and members of the LGBTQ+ community. But, beyond our intersectional identity, you can trust that our values align with yours. After the Great Recession, we stood up to the industry-wide shift to a “best-in-class” approach for SRI, which allowed investment managers to prioritize financial return over social equity while maintaining a “socially responsible investment” status (read more about this here and here). Out of our commitment to reclaim SRI for progressive investors, we developed RISE (Return on Investment & Social Equity) – an innovative and more authentic approach to socially responsible investing. RISE pairs a robust, evidence-based (for more info about our investment approach click here.) investment strategy with the first and only community-developed social justice screen. RISE is just one of the numerous ways we embody and promote social justice values. Join us!