Delivering Sustainable Investments Since 1982SM

How To Invest With Us

SRI Wealth Management for Private and Institutional Investors

Trillium manages equity, balanced, and fixed income portfolios on behalf of our clients. We work with individual and institutional clients directly, and through intermediaries including financial advisors and institutional consultants. Headquartered in Boston, MA, Trillium also has offices in Durham, NC and San Francisco, CA. Please contact us to discuss your investment needs.