MainStreet Partners Competitors

Performa is an institutional investment management firm catering to Captive Insurance companies in the U.S. and abroad. We are one of the largest independent asset managers dedicated to the Captive industry. Our offices are located in the key Captive domiciles of Bermuda, Vermont and South Carolina. Our internal fixed income and equity strategies, coupled with preferred sub-advisory relationships in key asset classes, are geared towards the regulatory, risk management and liability needs of our Captive Insurance clients. We're a 100% employee owned firm with over 30 years of asset management within the Captive industry. Continuity of our approach, the longevity of our team and a flexibility in our thinking are our hallmarks. Wherever your Captive Insurance company is domiciled, Performa can assist in achieving maximum efficiency with the right balance sheet management. Our clients never wonder who is actually managing their investments with a direct line of contact to their servicing and portfolio management team.

HIP Portfolios seek to fund solutions in Health, Wealth, Earth, Equality and Trust, which can be a driver for stronger, more resilient, long-term financial performance. HIP's ESG and Impact Ratings Portal https://hipinvestor.com/hip-impact-ratings/ 123,000 Municipal Issuer Ratings 12,000 Corporate Ratings 1,000 Fund Ratings HIP Investor's ESG and Climate Strategies https://hipinvestor.com/hip-investment-strategies/ Seek Human Impact + Profit (HIP) Across Multiple Asset Classes HIP Your 401(k) https://hipinvestor.com/401k/ HIP Investor works with 401(k) Plan Sponsors, Participants, and Providers, with education, ratings, and portfolio models. Climate Action Funding Toolkits https://hipinvestor.com/climate-action-funding-financing-consulting/ HIP works directly with cities and counties to identify and implement viable funding and financing pathways for climate action and adaptation initiatives, prioritizing measures that reduce greenhouse gases (GHGs) and can have a positive return on investment (ROI). HIP Investor Inc. is an investment adviser registered in California, Illinois, Louisiana, New York, and North Carolina

As an investment firm, we understand that sustainability and economic vitality are "bottom line" issues. The Arjuna Capital team brings eight decades of sustainable investing experience to the partnerships we forge with our clients. Together, we invest in the kind of world we want to live in. Arjuna Capital works with high-net-worth individuals and families, non-profit endowments, foundations, and institutions -- people and organizations across the country who choose to invest in a more vibrant, secure, and sustainable future. From financial planning to asset allocation, we work with our clients to invest taxable accounts, retirement accounts, trusts, donor advised funds (DAFs), and endowments. At the heart of these relationships is an ongoing, in-depth conversation about the ways clients want their money put to work in alignment with their goals.