How To Invest With Us

SRI Wealth Management for Private and Institutional Investors

Trillium manages equity, balanced, and fixed income portfolios on behalf of a range of investors. Our firm offers five equity strategies: Large Cap Core, Small/Mid Cap Core, All Cap Core, Sustainable Opportunities, and Growth and Income. We work with individual and institutional clients directly, and through intermediaries such as financial advisors and institutional consultants. Headquartered in Boston, MA, Trillium also maintains offices in Durham, NC and San Francisco, CA. Please contact us to discuss your investment needs.