Delivering Sustainable Investments Since 1982SM


Joan Bavaria

Joan Bavaria 1943 – 2008

Trillium Asset Management is the oldest investment advisor exclusively focused on sustainable and responsible investing.

Joan Bavaria founded Trillium in 1982 to provide a space for clients to invest their money in line with their values. She is often referred to as the” Founding Mother” of Socially Responsible Investing.  Under Joan’s visionary leadership, Trillium also grew to become one of the largest SRI investment firms in the U.S.

Joan was proud to use Trillium as an incubator to create organizations with impact. Our firm helped nurture US SIFCeresSIRAN and Open MIC.

Following Joan’s death in 2008, Matt Patsky joined the firm as CEO, and committed to furthering her legacy.

In late 2014, Trillium completed its acquisition of the Portfolio 21 Global Equity Fund, a mutual fund that has been fossil fuel free since its inception in 1999.