Experience Makes all the difference
We serve family offices, endowments, foundations and wealthy families to help them successfully achieve both their financial and impact goals. We help our clients efficiently and effectively navigate through the unprecedented number of investment considerations and guide them to customized solutions that address all of their needs.
We use a prudent and disciplined process to help our clients develop a comprehensive, diversified and personalized investment strategy in an objective environment considering performance, risk, and social criteria. With over 60 years of experience in Social and Sustainable Investing (also called SRI, ESG, Values Based Investing, Impact Investing), our team is uniquely capable of integrating mission and other priorities into the investment process without sacrificing diversification or performance.
We work to understand your total wealth picture so that we can help you solve complex problems; providing you with peace of mind.
Our commitment to responsible investing is deeply rooted in our belief that integrating fundamental and impact analysis provides a more robust assessment of potential investment opportunities and risks.
We offer experience, integrity, service and results. Because it is about more than just money.
Kathleen A. "Kathy" Leonard
Edward Mcdevitt III, CFA
Senior Vice President - Wealth Management
Financial Advisor
Chartered Financial Analyst®
Portfolio Manager
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215-496-2058