Trillium Asset Management, LLC (“Trillium”) serves as the advisor of Trillium Mutual Funds, providing advice on buying and selling securities. Trillium has been devoted exclusively to sustainable and responsible investing (SRI) since its founding in 1982. Trillium has been managing equity and fixed income investments for high net worth individuals, foundations, endowments, religious institutions, and other non-profits for over 30 years.
Throughout their history, Trillium’s overarching goal has been to seek to provide competitive financial returns for clients, while helping them leverage the power of their assets to seek to create concrete positive social and environmental change. They strive to achieve this through an integrated approach that includes environmental, social, and governance (ESG) criteria, shareholder advocacy, proxy voting, and public policy involvement.
Visit Trillium’s Website to learn more about the advisor.