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about us

Financial Expertise With Heart

Experienced financial professionals with a passion for people, planet & profit.

Our History

A pioneer in responsible investment, Newground is poised for its second quarter century of dynamic service to clients and the common good.

Long before trillions of dollars were invested in ESG* strategies, Newground was an industry leader in its exclusive focus on environmental and social impact investing. 

We were an early proponent of financial advisors serving as legal, fee-only investment fiduciaries rather than as commission-driven brokers. Newground was also among the first investment advisors to practice active shareholder engagement, and we continue to be leaders in this important arena – seeking to transform corporate behavior for the benefit of people, planet, and the common good. 

In 2012 Newground became the first Social Purpose Corporation (SPC), changing its corporate charter to codify commitments to environmental sustainability, workers, the community, and society at large. As the first SPC, Newground has helped demonstrate that social and environmental responsibility are not only compatible with a business’ financial success, they necessarily lead to more resilient, accountable, and profitable companies overall. 

In 2019 Newground celebrated its first quarter-century, and is now the oldest independent Registered Investment Advisor (RIA) to have had an exclusive focus on responsible investing since inception. 

But in many ways our story is just beginning...

Now, with the scale and the experience to exercise even more influence, we look forward to the path ahead and to serving you, our clients, as we reach toward your most important financial goals while reflecting your values and sense of purpose in the world.

* ESG = Environmental, Social & Governance factors; as-of 2018 biennial US|SIF Trends report, more than $12 trillion was invested using ESG strategies in the United States alone.

History  »  Values  »  Community

25 Years of Newground

Reflections from Newground’s 25th anniversary celebration.

 25th Anniversary Celebration