Investment Results With Social Impact

Newground's mission is to harness the power of business in service to human beings and their yearning for strong and resilient communities, a healthy and clean environment, and a robust, sustainable and locally-determined marketplace.

We manage money for individuals and institutions who are principled, proactive and inspired by the opportunity to create a difference with their investments.

We help clients bring values into the investment process, using a method that generates competitive financial returns, positive social impact, and that eliminates the transaction-based conflicts-of-interest found throughout the brokerage, financial-planning and insurance/annuity industry.

If you seek an investment manager who is committed to your financial goals as well as to the larger needs of communities, society, and the environment, please contact us.
In a complimentary interview we will discuss:

• Portfolio management and your financial, social & environmental goals
• The three levels of SRI, and how to maximize your money's social/environmental impact
• Leading-edge shareholder engagement that proactively engages corporate management on important governance, social and environmental concerns.

Now enjoying its second decade, Newground Social Investment provides individual, institutional, GLBT, and not-for-profit clients with: ◊ Socially responsive (SRI) money management that integrates investment decisions with social concerns and personal or institutional values. ◊ Competitive financial returns along with positive social impact. ◊ Financial coaching and Life Planning that creates peace of mind, a sense of integrity and financial security. ◊ Community investment for strong local benefits. ◊ Shareholder advocacy for transparency and accountability. Newground is a fee-only Registered Investment Advisor serving any person, organization or institution seeking positive change along with competitive performance.