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