Future Kind Competitors

We’re Aspiriant, a national, independent wealth management firm that is 100% employee owned. We focus on creating clarity and peace of mind for our clients. We’ve invested a vast amount of thought and energy into structuring our firm and business model to be unique and sustainable – and focused on growing with you to match your financial complexity. To help you realize your vision for your life, our team of experts integrate financial planning, investment management and ongoing execution. There is much more, if and when you need it: tax management, estate planning, philanthropy, and more. Like what you hear? Follow us here and reach out to us.

Trillium Asset Management offers investment strategies and services that seek to advance humankind towards a global sustainable economy, a just society, and a better world. For over 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Trillium uses a holistic, fully integrated fundamental investment process to uncover compelling long-term investment opportunities. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal to provide positive impact, long-term value, and ‘social dividends’. Disclosure: The views expressed are those of the authors as of the date referenced and are subject to change at any time. These views are not intended to be a forecast of future events or a guarantee of future results and may not be relied upon as investment advice. The information contained herein has been prepared from sources believed reliable but is not guaranteed by us as to its timeliness or accuracy, and is not a complete summary or statement of all available data. Commentary provided is not a recommendation to buy or sell securities mentioned. Any securities mentioned are selected on an objective basis for illustrative purposes and do not represent all of the securities purchased, sold or recommended by Trillium. It should not be assumed that investments in the securities has been or will be profitable. The securities do not represent all of the securities purchased, sold or recommended for advisory clients. By clicking the links to third party sites you are leaving the Trillium LinkedIn page and entering a third party site. Trillium is not responsible for any information on these sites.

ImpactAssets is an impact investing trailblazer, dedicated to changing the trajectory of our planet’s future and improving the lives of all people. We empower impact investors and philanthropists with access to investing opportunities and customized solutions that promote positive change. With more than $5B in assets and 1,700 portfolio companies and funds, we exist to help you achieve your greatest impact. Who we partner with: Individuals & families: For those just beginning their impact investing journey, or facing complexity along the way, ImpactAssets eliminates the roadblocks. As one of the longest-tenured and most experienced impact investing firms, we offer everything from strategic expertise, to pre-vetted managed portfolios, to direct investment in purpose-driven private companies. Foundations: Purposeful impact investing is complex and time-consuming. Our experience in finding, vetting and maintaining meaningful impact investments enables our foundation partners to deepen their impact. Whether you seek help with an existing portfolio of impact investments or are wondering how to get started, we’ll partner with your team to crystallize your impact strategy, evaluate opportunities and solve for back-office complications. Family offices: Our deep experience supporting some of the country’s largest family offices accelerates your family’s impact. From evaluating impact opportunities to solving for back-office complications, we’ll help your team “get to yes.” And we’ll continue to facilitate your family’s pursuit of positive change, now and as it evolves along your impact investing journey. Corporations: With "doing good" now an integral part of doing business, ImpactAssets plays an invaluable role in supporting corporate foundations. We offer support to vet and execute your investment recommendations, custom strategies for managing cash earmarked for impact, and comprehensive outsourcing of impact investment administration.