A NEW ERA of
Investment Management

A changing world is reshaping risk and introducing new opportunities.
We are here to help you navigate change and protect what matters most.

Who we are

Investment solutions
for a new economy

Changing weather patterns, growing energy demand, geopolitics, and resource scarcity are amplifying risks across the global economy. However, most investment solutions still anchor themselves to a world that no longer exists.

Our solutions are designed to be forward-looking and resilient. Through rigorous diligence, we select active managers that recognize growing uncertainties and vulnerabilities. Our strategies identify thematic opportunities, and integrate sustainability and climate risk data.

So, whether you seek core portfolios, alpha-generating satellite options, or even custom solutions, our flexible offerings, and thought leadership can support your clients in protecting and growing their wealth. 

How We Partner With You
What we do

How we support your practice

Research Driven Investment Solutions

We partner with institutional asset managers at the leading edge of thematic research to deliver core portfolio holdings to protect and grow your client’s long-term wealth.

Partnerships and Practice Management

We partner with multiple platforms to offer tax-efficient portfolios via your preferred custodian, helping preserve the quality of your client experience.

Education and Thought Leadership

We offer complimentary, advisor-focused educational events and whitepapers that demystify climate, sustainability, and other thematic investing topics, keeping you informed and your clients reassured.

Get Started Today

Talk To Our Team Today

Discover how our tailored investment strategies can help you reach your goals. Schedule your consultation today and see what’s possible with the right partner.

Request a Consultation
What we do

Our Investment Suite

Globally diversified all-cap investment portfolios that include exposure to our core theses: Energy Addition and Adaptation and Resilience.

Access our core themes and other strategies via individual SMAs to enhance your clients’ overall investment portfolios.

Globally diversified models that integrate our core theses alongside climate and sustainability considerations with traditional research, offered at lower minimums.

Our Purpose and Partnership
Latest News and updates

Thought Leadership In Action

View All Resources
Subscribe For Updates

Get in touch

Request a Consultation

If you have questions, or think our solutions are right for you, please reach out using the form below. We will respond as soon as possible to continue the conversation.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.