Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions. We seek to provide our clients with deep expertise across a range of disciplines—based on their unique circumstances. Pathstone offers investment advisory, wealth and legacy planning, professional services, and many aspects of lifestyle management, delivered in-house and integrated into a highly personalized client experience.
Sozial und nachhaltig ausgerichtet, stark vernetzt und transparent: So arbeitet die internationale Genossenschaft Oikocredit. Mit dem Geld unserer Anleger*innen finanzieren wir Partnerorganisationen und Unternehmen im Globalen Süden. Unser Ziel: wirtschaftlich benachteiligten Menschen die Möglichkeit geben, ihre Lebenssituation zu verbessern.
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.