In an ever-evolving world, businesses today stand at a pivotal crossroads.  While traditional business models have often prioritized profit above all else, the landscape is shifting.  Increasingly, companies are recognizing the power they wield to support positive change while also supporting the people and the planet. 

Recognizing the need for a holistic approach, third-party certifications like B-Corp have emerged.  These certifications offer a framework for evaluating a company's impact on society and the environment.  They empower employees and consumers to identify businesses that align with their values.

We are committed to using business as a force for good to create long-lasting impact;  for our clients, employees, communities, and environment.  This is why we're a B Corp!

The B-Corp journey is not an easy one.  Globally, there are around 7,700 B-Corps at this time.  There were closer to 4,000 when we originally certified.  Upon our recent recertification, we showed a 37.4% improvement from our original scores!!  The score to qualify as a B-Corp is 80.  While our original score was around 85, we now score a beautiful 116.8!  For an ordinary, non B-Corp company, median score is a 50.9.

We are beyond proud of the work that we have done to get here and it is a tremendous honor to hold this certification.  We believe this helps show our clients, our team, and our communities how much we hold true the need to make an impactful difference in the investment community.

We want to thank you all for your help in this valuable mission!