Mission

Fund Balance invests spiritual and financial resources in non-discretionary infrastructure and social innovation. We lead with spiritual and cultural sensitivity. We focus on commercial and philanthropic efforts that provide a sound basis for healthy and thriving civilization.

We work in concert with globally recognized thought leaders  to help investors understand that as environmental and regulatory risk converge, Socially Responsible Investing has expanded to include Environmental and Social (ESG) risk/return analysis across all asset classes.  A deep understanding of ESG risks and opportunities enables Fund Balance to enhance our client’s understanding of management quality and therefore performance.

We provide investment research, introduction and strategy for accredited investors and 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.

Nature, Culture, Policy, Finance | Will, Spirit, Heart, Body | Feeling, Thought, Balance … Action