The Impact Community
Collective action, collaborative partners: The Impact Community
HIP Investor, Sonoma Private Wealth, Nia Impact Capital, Etho Capital, Change Finance, Democracy Investments and Stance Capital have partnered to create The Impact Community (TIC), providing the high-touch, personalized service of a boutique investment firm with the breadth of expertise of a large enterprise. Together we focus on achieving impact and financial results for clients, communities and the world.
Sonoma Private Wealth believes that financial planning is more than just numbers and the bottom line. It’s about goals, dreams, and purposeful planning. They will help clients design a program that connects wealth with what matters to them, the causes they believe in and the communities they support.
Nia Impact Capital invests at the intersection of social justice and environmental sustainability. Nia builds portfolios of forward-thinking companies poised to play a key role in our society's transition to an inclusive, just, and sustainable economy. Nia applies both a gender-lens and a commitment to racial equity across the investment decision-making process and lives their values as a women-led team of activist investors.
Etho Capital focuses on building climate positive, sustainable investment strategies. Etho pursues superior financial performance through sustainability and positive climate impact. Etho’s flagship strategy, the Etho Climate Leadership Index-US, can be invested in through an Exchange Traded Fund (ETF)
The Democracy International Fund incentivizes democracy by influencing capital flows in financial markets. Their international equity portfolio is similar to other international equity index products, except it is weighted toward democracy and away from authoritarianism, with the intention of increasing the economic growth of democratic countries and the reverse for authoritarian states.
Stance Capital specializes in quantitative ESG asset management and research. Stance is a Boston-based Registered Investment Advisor, and their clients are individuals, families, endowments, and institutions. Stance also builds products for other investment firms under research and sub-advisory agreements.
