A complete list of active advisors currently associated with Newground Social Investment

Warmer can help you find a great advisor at Newground Social Investment or one who fits your needs even better.

Newground Social Investment is a fee-only registered investment adviser that provides ESG- and SRI-focused money management and financial planning to individuals and institutions. The firm reports managing roughly $161 million across about 120 client relationships and typically works with clients who hold $1.5 million or more in investable assets. Newground constructs individualized portfolios using a written Portfolio Allocation Statement (PAS) and typically implements larger accounts with individual securities and smaller accounts with mutual funds or ETFs. The firm frequently engages specialized sub-advisors and strategic partners for day-to-day trading, tax-efficient separate account management, due diligence, and reporting, and it participates in shareholder engagement and proxy voting consistent with ESG objectives. Distinctive features include an exclusive, long-standing focus on ESG-SRI investing since its founding in 1994 and its organization as a Social Purpose Corporation (SPC). Newground also discloses active participation in industry groups such as the Interfaith Center on Corporate Responsibility and US SIF, offers counsel on private investment opportunities with ongoing due diligence, and routinely uses sub-advisors to seek greater customization and cost efficiency than commensurate fund alternatives.

To learn more about the advisors currently working at Newground Social Investment, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.