Principium Investments is a fee-only, SEC Registered, investment advisory firm, which provides investment management that aligns our clients’ financial goals with their values and principles.
We specialize in ESG, fossil free, and values-aligned investing. Our team brings expertise in finance, economic development, entrepreneurship, sustainability and a portfolio manager with more than 25 years of experience.
Our advisory services are tailored to individual needs and to help our clients achieve their financial, environmental, and social objectives.
We integrate three investment pillars inside a proprietary investment framework that we use to manage resilient portfolios, designed to achieve market-rate returns: 1. Financial Performance, 2. Environmental, Social and Governance (ESG) standards and 3. Divest / Invest criteria.
Based on these pillars, we offer portfolios of publicly traded securities, which move money from fossil fuels and companies that cause harm to businesses leading the way towards a new, regenerative economy.
Portfolio management services provided by Principium Investments, LLC, an SEC registered investment advisory firm.
Our values-forward approach, with emphasis on Divest/Invest, is primarily constructed from highly rated ESG companies outside the fossil fuel industry and fossil-free funds. We mimic successful fund strategies as well as create themed equity portfolios that focus on sustainable themes, such as Sustainable Leaders, Clean Innovation, Clean Resources, and Gender Lens.
The Responsible Economy approach balances values and performance considerations equitably. High-performing mutual funds are additionally screened for ESG performance as well as fossil fuel exposure. Mutual funds which outperform peers along these sustainability metrics are chosen for investment. While not as aggressively clean as our Clean Economy, investors can expect less carbon risk due to limited fossil fuel exposure.
Our performance-forward approach puts conventional investment performance metrics front and center. We select funds that have outperformed peers, while taking lower risk. Consideration around sustainability is still given to those funds which have met our performance criteria. Commitment to the United Nations Principles for Responsible Investment (UNPRI) is preferred.
Principium delivers solutions for individual and institutional investors, creating value driven by their values.
We specialize in ESG, fossil-free, and values-aligned investing. Our unique team not only brings extensive investment experience, but also includes thought leaders and innovators in the environmental and social realms.
Together we empower people and institutions to drive change through finance - one of the most immediate and powerful tools for transformative action.
Through Princpium Investments, LLC, we deliver optimized market-based financial and societal returns using publicly traded securities, mutual funds and ETFs. Available for individual, organizational or institutional investors.
Donor Advised Funds
Through Princpium Charitable, a 501c3, we provide philanthropic advisory services and investment vehicles to convert and multiply charitable capital into impact investing.
Through Principium Investments, LLC, we work with individuals, organizations and foundations to map their values, create meaningful metrics and outline strategies to align investments, philanthropy with their values.