Private Clients
Trillium’s experienced Private Client team supports values-driven investors in the design, implementation and ongoing management of diversified investment programs tailored to meet their unique objectives.
Our clients include:
- Individuals
- Family Offices
- Not-For-Profit Institutions
Our Private Client team’s service offering is tailored for investors with investable assets of $3 million or more seeking advisory services and support with multi-asset class portfolios. To learn more about opportunities to invest with Trillium investment solutions via our network partners or mutual funds, with investment access points as low as $1,000, please contact Lisa MacKinnon at (617) 532-6665.
Values-Driven, Action Oriented
Our investment management philosophy is built upon our mission and values. Our team seeks to support like-minded investors in building customized investment programs that are reflective of financial return, values or mission-alignment, and impact goals. We believe that investors have an opportunity to advance humankind towards a global sustainable economy, a just society, and a better world, while also pursuing the investment returns necessary to support their individual or institutional financial goals.
Our Service Offering
We deliver a comprehensive suite of advisory services that complement Trillium’s diverse platform of investment solutions and our industry-leading shareholder advocacy program. Our team has deep experience advising both individual investors and not-for-profit institutions, and our service offering for each client segment is tailored to their specific needs.
Investment Solutions
Leveraging a framework of Total Portfolio Activation (TPA), we support investors in identifying investment opportunities across all asset classes that are well aligned with their financial and impact goals.
We utilize Trillium’s suite of investment solutions to build a well-diversified core portfolio for clients, and where appropriate partner with asset managers that are aligned with our mission and values to deliver a comprehensive investment program to our clients.
Active Ownership
We consider it fundamental to our mission to engage with policymakers and the companies that we hold on behalf of our clients to press for positive change to policies or performance on environmental, social, and governance topics. We leverage multiple tools to support our investors in amplifying their positive impact.
Contact Us
We welcome the opportunity to provide you with more information on the services and solutions that our Private Client team can deliver.
Featured Updates
Investing For A Stronger Future
Learn how Trillium’s impact investing strategies transform investor capital into a catalyst for change.
