Our Services
Wherever you are, we are.
Newground provides a fiduciary, evidence-based approach to financial planning & ESG wealth management that aligns financial outcomes with the values, purpose, and mission of individual and institutional investors.
We provide expert, objective, and independent wealth management that is grounded in our pioneering experience as responsible impact advisors.
The 3 Levels of Responsible Impact Investment
It’s rare to find something that can actually pay for itself. But research has shown that personalized advice, disciplined management, and careful planning can increase the chance of a superior outcome.
Planning
Management
Oversight
What sets Newground apart?
Listen to the NPR-KUOW feature on Newground:
"Getting McDonald's to the Table"
A sophisticated ESG* approach which includes shareholder engagement.
Nationally recognized for 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
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Our Philosophy
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- We’re dedicated to meeting your financial goals while supporting your deeper aspirations for the world.
- Put Bucky Fuller quote somewhere?
- Our investment philosophy / portfolio construction
- Shareholder Engagement
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Institutions
Newground helps your board and trustees fulfill their fiduciary duty by designing customized portfolios that align your organization’s financial goals with its larger mission. As your fiduciary, we are bound to the highest ethical standards in the industry, as required by our team's Accredited Investment Fiduciary (AIF) and Chartered Financial Analyst (CFA) designations.
- Fiduciary Duty Assessment
- Impact / ESG Investing
- Portfolio Management
- Shareholder Engagement
- Strategic Diversification
- Lobbying & Policy Analysis
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Individuals
We help you by designing customized portfolios that align your financial goals with your values.
- Impact / ESG Investing
- Portfolio Management
- Strategic Diversification
- Shareholder Engagement
- Tax-Efficient Planning
- Financial Planning
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THE 3-LEG STOOL OF ESG
Newground’s model of ESG investing is a 3-leg stool that combines screening, local impact lending, and shareholder engagement to achieve the maximum impact with your portfolio.
Our Process
Your advocate, guide, and partner.
We're here to help you live well while making a positive impact.
Working together, we will model and build a comprehensive plan that aligns with your values, priorities, and objectives.
Over time, we will prudently invest and consistently implement the plan toward achieving your institution's or family's most important financial goals.
Along the way, you'll feel confident and ready to meet the inevitable challenges that arise – whether from market cycles or life events.
Step 1
Introductory Consultation
We’ll discuss priorities, goals, and overall expectations while also providing an overview of Newground's approach and services. This meeting is a great way for us to learn about you, and for you to learn about working with us.
To thoroughly understand you and your needs, we may review a variety of key financial documents – including statements & reports, insurance policies, trusts, estate planning materials, and tax returns. If there are aspirations or concerns not yet discussed, this is a good time to add them into the conversation.
Step 2
Information & assessment
Step 3
Evaluation & Strategy
We will analyze your overall financial picture, assess risk tolerance, and recommend a values-aligned investment strategy designed to achieve your financial goals – including objectives around philanthropy. You can assess and make revisions prior to approval.
Upon your approval, we launch the investment plan then continue to monitor your portfolio over time for adherence to a written Investment Policy Statement (IPS). You'll receive quarterly reports and the ongoing support of a strong team of partners with whom to confer on changing life circumstances.
