San Francisco, CA Office

Just Futures serves a mix of nonprofit organizations, foundations, family offices, small- and mid-sized businesses, retirement plans, and individual investors, managing assets on both a discretionary and non‑discretionary basis. The four-advisor firm reports about $46.7 million in assets under management across roughly 95 clients and offers ERISA 3(38) investment management, institutional asset management, retirement account services, and advisory support for community investment fund development.

The firm’s investment approach is explicitly values‑aligned and informed by social justice movements, integrating ESG considerations and a mix of public and private market solutions — including community loans, community equity, community real estate, and “integrated capital” structures — into client portfolios and investment policy statements. Just Futures constructs risk‑based models, conducts quantitative and qualitative fund selection and ongoing monitoring, and for some individual accounts uses adviser‑designed custom portfolios delivered through a third‑party platform while retaining fiduciary oversight.

Compared with many peer team firms, Just Futures is notable for its client mix — it reports no high‑net‑worth individual clients and concentrates on mission‑aligned, non‑HNW and institutional investors. The firm’s governance and mission structure is also atypical: it operates under a public benefit corporate parent with an explicit plan for accountability to social movement groups, and it provides specialized services such as Impact Fund Acceleration and administrative support for community investment vehicles while disclosing platform and referral arrangements to clients.