Responsible Investing HNW - 1919 Investment Counsel

Responsible Investing is not just a product for us, it is a commitment that your portfolio aligns with your values, not ours.

Customizing Portfolios to Align with Your Values

Because we customize portfolios specifically around each client, our values-based portfolios aren’t built on trends. They’re built based on what you value most, and the impact you want to make.

For more than 50 years, our team has partnered with clients to ensure that their investment portfolios express their values and support their desire to have a positive impact on the world. The things you care about can’t be bundled into an off-the-shelf package. Values Based Investing is not a product here, but a core approach to how we bring client goals to life.

50+

Years of Helping Clients Invest For Their Values

Since 1971, we’ve partnered with clients to create investment strategies that not only deliver financial results but also reflect what matters most to you. Let us help you align your portfolio with your values and drive positive change.

Dedicated Team Members

Our dedicated team of analysts and portfolio managers is committed to crafting responsible investment strategies that align with your values. We help you invest in a way that makes a positive impact on both your portfolio and the world.

$2.8B

In Responsible Investing Assets

We are committed to aligning portfolios with our clients’ values. With $2.8 billion in responsible investments, we help clients pursue their financial goals while making a meaningful impact on the world.

Date

All data is as of March 31, 2025, unless otherwise stated.

"[1919] assisted us in the development and implementation of our socially-responsible screens, which was no small task. We continue to be grateful for how 1919 has partnered with us in fulfilment of our mission."

- Current Client

This is a current 1919 client who did not receive any compensation. To the best of 1919’s knowledge, there are no actual or perceived conflicts of interest in connection with the client’s statement.

“We partner with clients to help them identify and fulfill the purpose of their wealth. The strategies and plans we develop are highly customized for each client, with perhaps the most important element of our approach being our emphasis on doing what is in the best interest of each client."

- Ron Bates, Head of Responsible Investing

Investments Aligned With Your Values

Investing is never one-size-fits-all, especially when it comes to responsible investing. Our dedication to getting to know you allows us to screen your portfolio for investments that truly align with what you care about. You bring your values, impact interests, and financial objectives. Together, we craft a unique solution.

Reflecting Your Values

Our team is ready to help you achieve your financial goals, while investing for your values. We use a multi-dimensional approach to portfolio management, integrating your values with our proprietary research.

The process begins with a conversation around what issues are most important to you, and from there we develop a custom set of guidelines to apply to your portfolio.

The result is an actively managed, customized portfolio that embodies your views on the environment, society, and/or ethical corporate behavior.

Define Your Values

Seeking Positive Impact

We seek to invest in responsible companies that are working to generate a positive social or environmental impact related to these themes:

Low Carbon Future
Clean and Accessible Water
Global Community
Inclusive and Diverse World
Responsible Production and Consumption

We use individual securities to invest for impact – companies whose business and practices generate a positive impact, or impact bonds with dedicated financing of sustainable or social impact projects.

Active Ownership & Industry Participation

As stewards of our clients’ assets, we support exercising shareholder rights and active ownership through:

Proxy Voting – We vote proxies in alignment with the firm’s socially responsible voting policy, to address environmental, social, or corporate governance ballot items at companies.
Corporate Engagement – We collaborate in corporate engagement efforts to improve corporate transparency and to further positive social and environmental outcomes.
Industry Participation – We work to drive the responsible investing industry forward through our work and participation in industry groups. See below for examples of these networks.

Woman holding a young boys hand walking along a dirt road in the country side.

Industry Participation

UN Principles for Responsible Investment

US SIF: The Sustainable Investment Forum

Interfaith Center on Corporate Responsibility

CDP

Black and white image of road winding through the hills.

Learn More About Our Strategies and Funds

In addition to our tailored approach, we also offer our Responsible Investing solutions for financial professionals through separately managed strategies and mutual funds.

Separately Managed Strategies Mutual Funds