Let us help you grow more than wealth


Driving impact and reducing risk for long-term performance

For more than 30 years, the SRI Wealth Management Group has been at the forefront of Sustainable, Responsible, and Impact (SRI) investing. We work with progressive clients, who want to further their mission and values through their investments, while also benefiting from the long-term risk mitigation and financial outperformance provided by sustainable investments. Our clients seek to work with a high-touch team that can develop customized plans incorporating their financial objectives and their Environmental, Social, and Governance (ESG) objectives. Our group currently consults on more than $2.6 billion in assets.

As a pioneer of ESG investing, our group has been involved in several landmark movements in the industry. From divestment against apartheid in the 1980s and the first clean-tech fund of funds in early 2000s, to the fossil fuel divestment movement today, our group has helped develop innovative investment solutions to further environmental and social change. We use a proprietary framework and in-house research to integrate Environment, Social, and Governance factors into client portfolios. Evaluating a company’s practices, culture, values, risk profile and other characteristics through an ESG lens allows us to identify strong management teams that can manage risk and harness the opportunities provided by sustainable development. This can positively impact long-term performance for investors, while accelerating positive change.

Our group is one of the leading investment consulting groups in the country exclusively focused on ESG investing. Diversity is a hallmark of our team structure, and our backgrounds in finance, philanthropy and advocacy help us provide a unique investment experience. Our team approach to each client helps ensure our ability to provide customized advice specific to the client’s investment goals.


SRI Wealth Management value statement

Since 1983, we have offered comprehensive investment strategies for sophisticated investors committed to social change. Today, our team of eight investment professionals consults on over $2.6 billion in assets and is one of the leading investment consulting groups in the country exclusively focused on social and environmental investing. Our diverse backgrounds in finance, philanthropy and advocacy help us provide a unique investment experience. We provide a team approach to each client that helps us provide personalized, customized advice throughout the investment experience.

 

Proud to be a national award winning advisor

At SRI Wealth Management Group, we are incredibly honored that team members Thomas Van Dyck and Catherine Chen have received several prestigious awards. It’s an honor to have teammates nationally recognized as some of the best in the industry—because it means we are serving our clients well. Congratulations, Thomas and Catherine!

Thomas Van Dyck
  • Financial Times Top 400 Financial Advisors - 2019
  • Forbes/SHOOK Best-In-State Wealth Advisor - 2020
Catherine Chen
  • Financial Times Top 400 Financial Advisors - 2019
  • Working Mother's Top Wealth Advisor Moms - 2019
  • Forbes/SHOOK Best-In-State Wealth Advisor - 2020
  • Forbes/SHOOK Top Women Advisors - 2020

On the fast track: Digital transformation in the era of COVID-19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector. Read the full economic outlook in the latest edition of Global Insight.

 

We welcome you to experience the SRI Wealth Management Group difference for yourself. Contact us today to set up a meeting.

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