Many successful families feel strongly about the environment, energy alternatives, natural resources, green building practices or other mission-related passions. Threshold Group helps families define these priorities and create the structures and strategies necessary to support mission-related wealth management.

Our approach recognizes the nuance between opposition and advocacy investing, and helps family leaders integrate their personal passions and views with uncompromised investment discipline. We take pride in helping families sort through their various beliefs and views. It begins with an Investment Policy Statement and an open-architecture research process. It results in a portfolio aimed at satisfying a three-point system of benchmarks for risk, return and social alignment.

For many families, mission-related investing is the convergence of a collective personal passion and an investment strategy – all aimed at benefiting future generations and their world. It’s a vital part of achieving what matters most.