Newground
We offer comprehensive, values-aligned wealth management, tax planning, financial planning, and philanthropic consultation for individuals and institutions nationwide.
Newground is known as a pioneering innovator in sustainable impact investing – and has a deep practice in each of its four levels: analytical screening, direct investment, active ownership, and policy work (see the How We Help page).
Welcome to Newground
What sets Newground apart?
Listen to the NPR Newground feature:
Getting McDonald's to the Table
A sophisticated ESG* approach which includes shareholder engagement.
Nationally recognized in the field of responsible impact investing, Newground appreciates and supports a client’s values – through (a) ESG portfolio management, (b) community investment, and (c) critically important shareholder engagements.
(a) ESG Portfolio Management seeks companies with responsible environmental, social, and governance practices, while avoiding companies whose questionable practices create material portfolio risk.
(b) Community Investment changes lives on the ground by providing necessary capital and banking services to people and communities who are routinely underserved, if not excluded.
(c) Shareholder Engagement, which few advisors undertake or even understand, uses active share ownership to call on companies to embrace sustainability, transparency, equity, and inclusion – actions which can transform corporate behavior over time.
* ESG = Environmental, Social & Governance strategies
Our Mission
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.
Our Core Services
- Portfolio Management
- Life, Financial & Tax Planning
- Strategic Philanthropy
Our Specialties
- Sustainable & Responsible Investing (SRI)
- Environmental, Social & Governance (ESG) strategies
- Shareholder Engagement
