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.