History
In 2008 we began during the depths of the financial crisis. One of our co-founders helped start the largest socially responsible mutual fund company, Calvert Investments. In 2012 we opened our Los Angeles office and in 2017, our colleague in San Francisco joined us.
Specialties
Socially Responsible Wealth Management Stakeholders Capital is a full service investment management firm committed to advancing Socially Responsible Investing (SRI). Stakeholders Capital is a wealth management firm committed to integrating our clients' values with their financial goals. Our clients are concerned with not just how their portfolio is doing, but what it is doing, to the environment, and to society. Stakeholders Capital is independent and does not receive commissions or referral fees of any kind. Discover the power of your investments with StakeHolders Capital. We currently have a $5,000/year minimum ($500K of assets to manage). Testimonial Policy Request: The government has strict regulations concerning testimonials on investing advice. Please do not leave any testimonials or endorsements related to any Stakeholders Capital team member concerning investing advice.