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Pathstone is a partner-owned, independent Registered Investment Advisor with deep roots in environmental, social and governance (ESG) analysis and expertise in mission- and values-aligned investing. We provide highly customized investment advisory services to foundations and other nonprofit organizations, families, and family offices. Our mission is to create true partnerships that foster sustainable financial health and support our clients’ specific needs and goals. Pathstone is a Certified B-Corporation.

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SEDF uses investment capital to support the rights and opportunities of marginalized people and communities, often in ways and places that entail significant financial risk. We look to catalyze positive social and economic change, by acting in alignment with allies and partners, reinforced by the strengths and capacities of the Open Society Foundations.

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Our mission is to provide responsible stewardship of client assets to achieve client goals, including security, growth and impact. We serve our clients through customized separate account management as well as a suite of mutual funds with comprehensive environmental, social and governance criteria.

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