North Berkeley Wealth Management

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North Berkeley Wealth Management Sustainability Actions

Uses ESG in portfolio analysis

North Berkeley Wealth Management works with clients to align their financial lives and investment portfolios with their values. We offer multiple impact-oriented strategies and consider the social, environmental, and corporate governance (ESG) criteria of investments alongside returns.

Highlights impact investing reports

Our impact highlight reports explore specific examples of how investments can have an impact.

Supports access to capital

As part of our ESG focused portfolios, we work with two managers that focus on bonds with a measurable positive social impact in providing capital for business expansion and home ownership.

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Earmarks client assets

Both CCM and ACC allow us as an investment advisor to “earmark” our clients’ investment assets for securities that target both low-income and minority projects. In addition, CCM investments are earmarked for Contra Costa and Alameda county-based loans.

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Engages companies on equity

A primary vehicle for that positive change is direct conversation between asset managers and corporate management. Whether that conversation is a private one with management or is made public via shareholder resolutions at a company’s annual meeting, real progress can take many years.

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What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About North Berkeley Wealth Management

  • Status
  • Unverified
  • Employees
  • 5 - 25
  • Country
  • United States