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Our Services:
Carbon Neutral 2050 &

Our Carbon Neutral 2050 strategy aims to gain long-term capital appreciation from investing in a rapidly expanding carbon neutral energy ecosystem with a pragmatic investment focus on any and all pathways to a carbon neutral world.

As your OCIO, we prepare the overall portfolio approach and implement the appropriate investment strategy which balances current and long term needs and remains within the constraints of  By-Laws or consistent with family trust documents.

Our Carbon Neutral 2050 Strategy focuses on investing in a broad range of companies that are innovating, building and investing in carbon neutral energy focusing on reducing carbon emissions. The companies are investing in both current carbon neutral solutions and ones that will become carbon neutral in the future and doing so while maintaining economic growth that protects the quality of life. Some of these companies are still engaging in activities that currently generate carbon, but are working towards the carbon neutral goal. 


The strategy covers a wide range of industries, including solar, wind and fuel cells and also those building out the grid of the future, such as utilities and end users demanding carbon neutral energy including major technology companies. To manage the risk of the portfolio we take an approach of having a balance of mature, slower growing strong cash flow generating companies with smaller fast growing companies working toward generating cash flow in the future.


​Our firm also offers all of the skills of a Chief Investment Officer for your institutional or family needs. We work together to establish clear goals and objectives, implement those goals and report on a regularly scheduled basis.

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