Piedmont, CA Office

Nia Impact Capital provides discretionary investment management and financial planning primarily to individual and high‑net‑worth clients, and also works with a smaller set of institutional‑style clients. Its services include multiple separately managed account (SMA) strategies, mutual fund management for the Nia Impact Solutions Fund, sub‑advisory and model‑delivery/UMA portfolio management relationships, and periodic financial planning.

The firm’s investment process is built around a proprietary Six Solutions Themes framework and a gender‑lens screen that requires women in leadership, pairing top‑down thematic screening with bottom‑up fundamental analysis across global and U.S. equity strategies. Nia supplements portfolio construction with active shareholder engagement and proxy voting, and discloses an ongoing commitment to donate a portion of management profits to nonprofit organizations.

Nia is notable among peers for acting as adviser and sponsor to a registered mutual fund while also serving other advisers and program sponsors — a combination that is uncommon for firms of its size. It has strategy‑level distinctions as well, including a concentrated innovations SMA and an Equity Forward SMA that applies explicit racial‑equity leadership and revenue criteria, and the firm’s materials include predecessor performance, third‑party ratings and performance results; it also offers public educational seminars and workshops led by its founder.