Custom and Sustainable Investment Portfolios
We invest in individual stocks, bonds and other entities that have high growth potential and treat their employees, the environment, and their community well. Contrary to what many people may think, investing in sustainable companies does not compromise returns. That’s because companies that are committed to having good ESG practices - Environmental, Social and Governance - also perform better financially.
Learn more about Portfolio Managment at Portola Creek.
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Environmentally Friendly
We look at a company’s energy use, waste, pollution, natural resource conservation and animal treatment. We also evaluate which environmental risks might affect a company’s income and how the company is managing those risks.
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Good Governance
We want to know that a company uses accurate and transparent accounting methods, and see that common stockholders are allowed to vote on important issues. We also want companies to avoid conflicts of interest in their choice of board members and use of political contributions.
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