Private Client

Trillium’s Private Client team provides comprehensive investment management services to individuals, nonprofit institutions and family offices.

Trillium’s experienced Private Client team works closely with individual and institutional investors seeking support in the development and ongoing monitoring of their investment program.  In coordination with your other trusted advisors (accountant, estate attorney, finance office, auditors, etc.), we seek to support you in the implementation of an investment strategy that is reflective of your financial goals as well as your environmental and social values.  Utilizing our Total Portfolio Activation framework, we can build a fully diversified asset allocation seeking impact across all asset classes.

Our Private Client team focuses on investors with investable assets of $5 million or more.  To learn more about opportunities to invest with Trillium via our network partners or mutual funds, with investment access points as low as $1,000, please contact Lisa MacKinnon at (617) 532-6665.

To learn more about our approach and the services offered through our Private Client team, please contact us:

Tobi Mason, CFA
Tobi Mason, CFA
Investment Manager
Nakia Maddox-Eubanks
Investment Manager
By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.