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Listen to the Public Radio Feature on Newground
It tells the inside story of a transformational shareholder engagement with McDonald's.
Click here to listen online or to download podcast from NPR affiliate 94.9 FM.
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We manage money for institutions and individuals of means who are principled, proactive and inspired to make a
difference with their investments. Newground is an award-winning, values-aligned manager that works to meet our clients' financial goals, integrate their values, and contribute to the common good.
Celebrated as 'Money Managers and Investment Provocateurs,' Newground is nationally known for its unique brand of shareholder engagement — through which corporations are called to embrace sustainability and to address the environmental, social, and justice issues that arise out of their operations.
Newground's mission is to harness the power of business for good — in service to our clients' long-term financial
needs as well as to the human yearning for strong and resilient communities, a healthy environment, and a robust,
sustainable, and locally-determined economy.
Contact Newground if you or your organization seeks a values-aligned investment manager who 'gets it' — who is as committed to your
financial goals as to your social and environmental values.
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Click an item below to learn more:
News, Press, and Engagements:
The latest press,
and Newground's shareholder resolution filings
The Basis of Social Investment:
The 3 levels of social
investment, and how to avoid getting 'green-washed'
An example of an
important victory achieved through shareholder engagement
The performance of social investment compared to the S&P 500
The Way We Work:
Newground's
Fiduciary Duty
Conservative
Portfolios for Liberal People
A Foundational
Layer of Diversification
Values and Motivation:
Robert Kennedy
on 'Economics vs. Human Values'
Newground's mission
statement
Our Team:
Our professional staff: Bruce Herbert
Our professional staff: Larry Dohrs
A valued sub-advisor: First Affirmative
Contact us
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Now enjoying its second decade, Newground Social Investment provides individual, institutional, GLBT, and
not-for-profit clients with:
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Socially responsive (SRI* / ESG*) money management that integrates investment
decisions with social concerns and personal or institutional values. |
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Competitive financial returns along with positive social
impact. |
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Financial coaching and Life Planning that creates
peace of mind, a sense of integrity, and financial security. |
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Community investment for strong local benefits. |
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Shareholder advocacy for transparency and
accountability. |
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
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Newground Social Investment is a Registered Investment Advisor that is incorporated and registered
in the State of Washington. In accordance with federal 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.
Contact us
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