Investing with Purpose

Many asset owners and fiduciaries choose to direct their investment assets towards companies and industries that align with their principles.

While growing in popularity, this trend is hardly new. Our CIO has experience serving on the board of a nonprofit that implemented a values screen more than twenty years ago.

We operate and invest by ethical standards, but we also recognize and respect that others may have different priorities. Drawbridge fully supports clients who use their investment assets to support favored causes and principles. We are pleased to consider any proposed guidelines that reflect your unique values, and to evaluate compatibility with our investment process.