Overview

An open architecture.

As an experienced impact investing firm, our approach to wealth management at Threshold Group is as much about who as it is about how.

Who: A Caring Community

Threshold Group works with a select community of high-net-worth individuals, families, and foundations who are guided by a strong sense of ethics; people who see themselves as part of a larger fabric that spans generations; people who care deeply about the world around them.

How: Customized Strategies

Every Threshold Group client is as different as they are alike. Customized strategies and plans are built to meet the unique needs and goals of each client.

We strengthen every plan with institutional-quality research, objective advice, and a goals-based investment philosophy that seeks to achieve meaningful results as defined by you. We feel that we’re more transparent and independent than many typical investment advisors, and we hold our fiduciary duty in high regard. Learn more about how we serve the Philadelphia, Seattle and San Francisco areas. 

We help you realize the full potential of your vision, and surround you with the support you need to see it through.
Russell Investments Partnership

Our partnership with Russell Investments is a bonus for our clients and is based on the deep investment heritage of our founding family. Famously known for its stock indexes and savviness for independent evaluation of investment managers, Russell Investments can bring an added layer of global knowledge, specialized tools, and unparalleled expertise to your portfolio management.

Learn more about Threshold Group clients