We partner with clients to thoughtfully craft bespoke investment solutions that are precisely aligned with your organizational goals, values, and local economic priorities. Custom indexes are designed to focus on companies that drive substantial regional impact, ensuring a deep connection to your community’s growth and prosperity, while seeking to deliver investment returns.
Clients leverage our consulting to design custom indexes that meet key investment criteria, ensuring they align with your fiduciary responsibilities and regional priorities. Our approach includes conducting detailed research and selecting companies with strong local impact, constructing indices without non-financial constraints, and creating solutions that reflect your community’s growth and economic goals.
Identify companies that meet key investment criteria, such as financial sustainability and regional impact.
Construct an index without non-financial constraints (e.g., avoiding forced ESG scoring metrics).
Work with preferred investment partner firm to structure and launch ETFs and other index-based funds.
Create indexes that enable investors to support local economies (e.g., regional stock indexes)
