Our goal is to future-proof your legacy. As a provider of asset management, advisory and investment banking services, our clients are unique in the market. Why? We’re a fiduciary to families and institutions led by people who believe that humanity and the planet are part of every returns equation.
We address your needs by tapping into the opportunities within the fastest-growing and most under-capitalized demographics in the world. We work with teams that others miss, where our experience tells us there’s a higher likelihood of both performance and innovation.
The Spencer Foundation has a long-standing commitment to support research on the improvement of education and on the well-being of children and families. We seek to further our mission impact by aligning our investment objectives with the Foundation’s commitments and values. To this end, we use reasonable efforts to reduce or avoid holdings in sectors or investments that harm children. Additionally, our investment portfolio considers our responsibility to contribute to greater equity and diversity in our society, and the overall health and well-being of the planet, our institutions, families, and communities. We seek to work with organizations who reflect and demonstrate our values.
Syntrinsic partners as a fiduciary with nonprofit organizations and philanthropic private clients to develop, implement, and monitor customized investment portfolios.
Our firm operates at the intersection of investment advisory services and social responsibility, seeking opportunities that generate measurable social and environmental returns alongside financial returns. We believe that by aligning our resources and expertise with institutions and families that share our values, we can amplify our impact and create sustainable change. With a deep sense of professionalism and civic duty, we approach our partnerships with dedication, integrity, and a commitment to advancing the well-being of communities worldwide.
AJL's mission is to invest in people, programs and movements that benefit Colorado's youth and families. We believe our mission applies across our portfolio - not just to our grantmaking - and we hold positive social impact and financial return as equally-weighted objectives within our portfolio.
