Our Services

Fund Balance is a strategic consultant at the nexus of nature, culture, policy and finance. We accomplish three things for our clients:

  • We make capital introductions for high quality sustainable companies, funds and securities across the asset classes.
  • We assist the sales process with client identification, pitch deck evaluation and design
  • We help investors identify opportunities consistent with their values and  fiduciary obligation to beneficiaries.

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