Differentiated small-cap strategies for institutions, consultants and financial advisors seeking long-term value.
We believe growing wealth and creating positive impact aren’t competing goals — they’re complementary forces. Using our disciplined process, we seek to deliver superior returns by investing in exceptional businesses that responsibly steward resources and create lasting value for shareholders and society alike.
We believe a responsible investment lens enhances value investing — building resilience, capturing inefficiencies and improving return potential.
These views reflect our judgment and may not be realized. Applying responsible-investing criteria may lead us to forgo some opportunities, and all investing involves risk, including possible loss of principal.
Founder-led, employee-owned and a Certified B Corp. We invest alongside our clients.
Concentrated portfolios, seeking the strongest company in each sector relative to its benchmark, and unanimous agreement on every buy and sell. No style boxes.
Material environmental, social and governance factors, a proprietary small- and mid-cap database, and active engagement — favoring companies in positive transition over blanket exclusion.
The Brewers won the World Series. We’re a Milwaukee firm, so you’ll forgive us for enjoying this one.…
By Cindy Bohlen, CFA, Director of Responsible Investing and Chief Mindfulness Officer We often get asked, as responsible…
Small-Cap Macro Commentary | Q3 2026 — Adam Peck, Co-Founder & Chief Investment Officer Ten Years of Responsible…
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or equal any historical performance level(s).