We’re on a mission to evolve the world’s relationship with money.
Values-based investing leads to greater compounding returns for both portfolio and planet.
Our investment philosophy is the foundation of who we are and of everything we do.
Since our founding in 2012, we have successfully challenged the finance industry’s historically problematic focus on extractive profits by placing personal, societal, and planetary well-being and longevity at the core of our investment philosophy. We know that values-based investments improve the health of our interconnected systems, leading to more prosperous and impactful portfolios.
From the moment we begin working together, our team prioritizes understanding your unique goals, values, and needs. These factors drive the allocation of your portfolio, the impact of your investments, and importantly, the well-being of yourself and your family.
Our work begins with you.
Rooted in our values.
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Montcalm clients are always in the know. When you work with us, you can expect:
24/7 access to your portfolio's performance
Quarterly and annual reporting packaged by our team
Clear understanding of impact across industries by investment strategy
Open availability to answer questions, make adjustments, and discuss your options
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When you join as a Montcalm client, you join a firm ready to wrap you in support.
Our unique community platform, Architecture of Freedom, regularly hosts events aimed at connecting our clients and partners through discussion of topics at the forefront of innovative investing.
As part of our community, you'll find an abundance of inspiration, education, and collaboration, empowering you to invest with the confidence and resources you need to be successful.
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We believe our fundamental responsibility as your wealth manager is to build a portfolio that delivers prosperity for you, your family, and future generations.
Our expertise demonstrates that by investing in positive impact pathways, we enhance the interconnected systems that allow your portfolio to realize accelerated and increasing returns.
That's why we work hard to identify and vet investments that achieve growth in client portfolios and catalyze a cascade of effects that promote future growth and well-being.
In service to you
and future generations.
We address a broad set of systemic needs by allocating capital across a wide variety of impact sectors, including Community Development, Environment, Social Equality, Clean Energy, Health & Wellness, and Education.
70%
of current AUM is actively
invested for positive
impact
