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Resources for Impact Investors


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Invest NW and Local Impact Investments

XCONOMY.COM - July 16, 2015 - Threshold Group, an investment advisory firm serving about 60 wealthy families and family foundations with some $3 billion under management, wants to enable its clients and others in the Pacific Northwest to make local investments that help create jobs, improve the environment, and provide capital to underserved communities—in addition to earning a financial return.

Threshold Group Among 300 Top Registered Investment Advisers

SEATTLE, WA / PHILADELPHIA, PA- June 18, 2015 - Threshold Group is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015. The list recognizes top independent RIA firms from across the U.S.

Videos / Podcasts

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Family-Owned Properties

Crafting a plan to maintain a property for the enjoyment of multiple family members and generations depends on a number of variables including the property at hand, the family goals, and the dynamics between family members.