Since our firm’s inception, we've been keeping pretty busy. We've assembled a talented team with diverse skill sets and perspectives. We've built technology that helps wealth advisors demystify the world of sustainable investing and engage in meaningful values-driven conversations with their clients. We've already transitioned more than $4.5 billion (and counting) into sustainable strategies, but we’re just getting started. Our team is working toward a more sustainable, equitable future—and managing to have some fun along the way.