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Connecting Money
with What Matters

Whenever money moves, it has an impact.  Our goal is to ensure that your money’s impact is positive.

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Social Investment

We specialize in comprehensive, values-aligned money management and financial planning for individuals and institutions. 

Serving clients nationwide, Newground is known for our pioneering brand of sustainable impact investing that emphasizes shareholder engagement.

Welcome to Newground

What sets Newground apart?



NPR-KUOW feature on Newground: 

"Getting McDonald's to the Table"

A sophisticated ESG* approach that emphasizes shareholder engagement.

Nationally recognized for our unique brand of responsible impact investing, Newground appreciates and supports a client’s values – as expressed through selective ESG portfolio management, community investment, and shareholder engagement.

ESG Portfolio Management seeks companies with responsible environmental, social, and governance practices, while avoiding companies whose questionable practices create material portfolio risk.

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.

Shareholder Engagement, which few advisors do, uses active shareholder ownership to call on companies to embrace transparency, equity, and inclusion – which transforms 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

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