Stakeholders Capital Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

Stakeholders Capital, Inc. is a socially responsible wealth management firm committed to integrating clients’ values with their financial goals. As leaders in socially responsible investing (SRI), we create customized portfolios to meet our clients' financial goals while honoring their values. We offer comprehensive wealth management services including financial planning, investment management, and impact investing expertise. 

Our strategy combines the best practices of traditional investing with the added focus on social impact. We firmly believe that responsible companies are simply better and smarter investments. Extensive research supports that socially responsible investing offers competitive returns. SRI is the fastest growing segment of the financial services industry.

The company selects investments within a framework of comprehensive financial planning and broad-based global diversification. In addition, if clients so choose, extensive knowledge of high-impact and local investing opportunities allows us to offer alternatives to traditional investing for a portion of clients' portfolios.

From our offices in Amherst, MA and Santa Monica, CA we serve a global clientele with a shared mission to address environmental, social and governance (ESG) challenges and seize opportunities through the power of their portfolios. We are fee-only and independent.

Testimonial Policy Request: The government has strict regulations concerning testimonials on investing advice.  Please do not leave any testimonials or endorsements related to any Stakeholders Capital team member concerning investing advice.

Sign up for free to view info

Company overview Email format