Newground
We offer progressive investors with comprehensive, sustainable, values-aligned wealth management that is grounded in tax planning, financial planning, and philanthropic integration.
Newground is a recognized thought leader in sustainability investing – and has deep expertise in each of its four levels: analysis & screening, community investment, shareholder advocacy, and policy work that levels the playing field for all (also see the How We Help page).
Welcome to Newground
What makes Newground right for you?
Listen to the NPR Newground feature:
Getting McDonald's to the Table
A holistic approach that integrates investment rigor with values-alignment.
Nationally recognized in the field of sustainable and responsible investing – since 1994 – Newground understands and supports a client’s values in four ways:
(a) ESG Values-Aligned Portfolio Management seeks out companies with sustainable environmental, social, and governance practices, while avoiding companies whose problematic actions 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 the rights of share ownership to call on companies to embrace sustainability, transparency, fairness, and inclusion – actions which transform corporate behavior over time.
(d) Legislative Lobbying – seeks to improve the rules of the game – making them more fair, equitable, and usable by all.
* ESG = Environmental, Social & Governance strategies
Our Mission
Our Core Services
- Portfolio Management
- Life, Financial & Tax Planning
- Strategic Philanthropy
Our Specialties
- Sustainable & Responsible Investing (SRI)
- Environmental, Social & Governance (ESG) strategies
- Shareholder Engagement
