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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:
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Socially responsive (SRI) 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 any person,
organization or institution seeking positive change along with competitive performance.
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