Greenbridge Investment Management is an independent, fee-only, client-focused, earth-conscious investment firm. We provide senior-level consulting to charitable organizations, foundations, endowments, and families. We specialize in sustainable (ESG) portfolios that marry our clients’ core values with successful investment strategies. Our work includes everything from helping define initial investment and spending goals, to constructing a working Investment Policy Statement (IPS) and then implementing, monitoring, and adjusting along the way. We function in a fiduciary role as your outsourced chief investment officer (OCIO) providing valuable expertise, personal attention, and professional accountability. We provide investment and fiduciary responsibility training to board and committee members.
