Sustainable Investing for Land Trusts

Every investment can have an impact. Learn the carbon footprint of your portfolio through a zero cost assessment. 

Elevate Your Impact

Rose Brink-Capriola smiling

Rose Brink-Capriola, CFP®
Financial Advisor

At the intersection of financial growth and environmental stewardship lies a remarkable opportunity. Our sustainable investment portfolios offer a unique way to align your financial goals with your commitment to the environment.

With our approach, you can confidently invest in companies that share your values, driving positive change while earning returns. 

Join us in building a greener, more sustainable future for both your Land Trust and the planet. Together, we can make a profound impact, one investment at a time.

How We Help

Our service to land trusts involves investing stewardship funds into values-aligned portfolios, including those that are formally endowed. We partner with your organization to strategize sustainable withdrawal rates, distribution rules, and other fiscal policies. 

As your trusted advisor, we meet with your Board to present the financial health of the organization, the performance of your portfolio, and the positive impact of your investments.

Schedule Your Portfolio Assessment

Simplify your life with a plan

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