Socially Responsive Investing

We work with you to create customized investment solutions that help you pursue financial success in harmony with your mission. For more than 40 years, 1919 Investment Counsel, LLC (1919ic) has worked with faith-based and mission-based institutions, including religious organizations, endowments and foundations, high schools, colleges, not-for-profit groups, and family partnerships espousing socially aware principles.

Why Choose 1919 Investment Counsel, LLC

1919 Investment Counsel, LLC offers an approach that combines prudent, active portfolio management and proprietary research integrated in a customized portfolio solution that reflects your institution’s ethical views. We call it: ESG + Values. Why? We are committed to understanding the extra financial circumstances of corporate social responsibility – the Environmental, Social and Governance factors that influence your organization’s investment portfolio – as well as its beliefs and values.

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One of our portfolio managers would be happy to speak with you.

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