Our firm is dedicated to the pro-active stewardship of our clients' assets according to their faith, mission statements, traditions, and commitment to social justice and equality. We welcome the opportunity to work together with religious and religiously-affiliated institutions, dioceses, synods, conferences, educational facilities, healthcare providers, endowments and foundations which are sensitive to and concerned with applying socially responsible objectives to their investment guidelines.

Since each of our client's portfolios is managed separately, we are able to accommodate their individual policies through the inclusion or exclusion of specific security holdings. We favour a direct approach in selecting securities based upon continuous analysis of corporate activities as suggested and monitored by our clients. Furthermore, our clients are encouraged to promote social progress by initiating and actively participating in corporate dialogue and governance through shareholders' resolutions and proxy voting. In doing so, our clients have witnessed constructive corporate reform, prudent investment returns, and most importantly, mutual response to the societal needs of others.