*Newground manages money by hiring qualified SRI sub-advisors, to whom we delegate certain day-to-day trading, reporting,
and research functions.
The use of a variety of different managers (each with a unique investment ‘style’ or ‘philosophy’) is a sophisticated technique
practiced by many of the world’s most noteworthy money managers – because it creates greater stability, lower volatility, and
higher assurance of long-term financial success.
Our most valued sub-advisory relationship is with First Affirmative Financial Network (FAFN), of Boulder and Colorado Springs,
Colorado. We are pleased to present the backgrounds of their key leadership personnel.
Now enjoying our third decade, Newground Social Investment provides individual, institutional, LGBTQ, and
not-for-profit clients with:
Socially responsive (SRI* / ESG*) money management that integrates investment
decisions with social concerns and personal or institutional values.
Competitive financial returns along with positive social
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
Newground is a fee-only Registered Investment Advisor serving institutions and individuals
of means who are principled, proactive and inspired to make a difference with their investments.
* SRI = Socially Responsive.., Socially Responsible.., or Sustainable &
Responsible Investment * ESG = Environmental, Social, and Governance factors
Newground Social Investment, SPC is a Registered Investment Advisor that is incorporated and registered
in the State of Washington. In accordance with applicable law, we may only conduct business in states where appropriately registered or
exempted from registration. Newground currently serves clients in a number of states nationwide, and we would be pleased to
discuss whether it is permissible (given your state of residence or incorporation) for us to serve your financial needs.