Investment Resources: Investment Advisors

The following is a brief listing of investment advisors we believe have a proven SMSI focus. This list is offered in the spirit of information sharing and is not to be confused with an endorsement of any specific firm. Any affiliation of KL Felicitas Foundation or its principals with any of the firms mentioned is noted with an asterisk (*).

Aquillian
Aquillian Investments, LLC is an investment consulting firm specializing in alternative asset opportunities offering financial return and social impact.

Cambridge Associates
Cambridge Associates strives to help global institutional investors and private clients meet or exceed their investment objectives by providing proactive, unbiased advice grounded in intensive and independent research.

Guggenheim Partners *
Guggenheim Partners is a diversified financial services firm providing capital markets services, portfolio and risk management expertise, wealth management, investment advisory and family office services.

Imprint Capital Advisors
Imprint Capital Advisors catalyzes capital for impact by developing and executing mission driven investment strategies for leading foundations, family offices, individuals, and their trusted advisors. Imprint advises, designs and manages high impact client portfolios across sustainable sectors and asset classes.

Innovest Strategic Value Advisors
Innovest specializes in analyzing companies’ performance on environmental, social, and strategic governance issues, with a particular focus on their impact on competitiveness, profitability, and share price performance.

Since KL Felicitas Foundation is affiliated with one or more of the firms mentioned above, this list cannot be considered impartial. The information above is provided with the understanding that the authors and publishers are not herein engaged in rendering investment or other professional advice and services. Any opinions expressed are our current opinions only. The information above is not meant as a source of specific recommendations. Please visit Terms and Conditions to review terms and conditions for accessing and using this information.