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What We Do

Since 1994 Newground Social Investment has been at the forefront of providing socially conscious money management, financial coaching, and shareholder advocacy to people, institutions, and not-for-profit clients.

Newground is a fee-only Registered Investment Advisor that serves people and organizations that seek positive change without a sacrifice to financial performance. We link values to dollars in ways that create positive financial — social — and environmental outcomes while eliminating the transaction-based conflicts-of-interest that are rife within the financial services industry.

With Newground, clients need not worry whether their best interest is being served — because we are fee-only and do not earn any income via commission (which creates conflicts-of-interest).

Newground offers 'Conservative Investments for Liberal People' by employing a sophisticated multi-manager approach to portfolio design that can consistently and measurably reduce volatility, and thus lower the risk of a portfolio.

This makes progress toward the achievement of your financial goals more consistently stable and predictable than less sophisticated or more haphazard 'stock-picking' methodologies.

The foundation of our multi-manager approach is an array of the nation's most established, capable, and progressive money managers that Newground hires as sub-advisors to serve its clients' accounts.

We welcome the opportunity to speak with with you or your organization; and we are available as well to provide educational programs for conferences, meetings and organizational gatherings on a range of social investment (SRI/ESG), shareholder advocacy, and corporate accountability topics.

Newground is a Registered Investment Advisor, incorporated and registered in the State of Washington. We currently serve clients in a number of states across the nation, and would be pleased to explore the possibilty of serving your financial needs by becoming registered in your state (if we are not already).

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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.

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2206 Queen Anne Ave N, Suite 402
Seattle, WA 98109
(206) 522-1944
www.newground.net
webquery@newground.net

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