Fund Balance is dedicated to sustainable non-discretionary infrastructure investment and social renewal. We focus on cultural and commercial efforts that empower and catalyze healthy and thriving civilizations: sustainable, clean and socially responsible endeavors positioned to prosper within bioregional economies.

We also work in concert with globally recognized thought leaders helping investors understand that as climate and regulatory risk converge, Socially Responsible Investing has expanded to include Environmental and Social (ES) risk/return analysis across the investment spectrum.  A deep understanding of ES risks and opportunities enables Fund Balance to enhance our clients’ understanding of management quality and therefore performance.

We provide investment research and strategic consulting for accredited investors and social entrepreneurs in all asset classes from fixed income and public equities to hedge funds and seed ventures.

You can familiarize yourself with our mission, outlook and strategy by reading through our White Papers linked above in the menu.