We are all investors and how we choose to allocate our investments of time, money, energy, and effort profoundly affect our world.

Impact investing is generally defined as integrating social and environmental factors into investment decisions. This intersection of entrepreneurship, business, and impact is the most important trend in finance today and has the power to tackle our most pressing social and environmental problems.

As a pioneer in impact investing, we view values-based strategies as the natural intersection between philanthropic giving and investing. Our capabilities in this area span all major asset classes and values-based strategies including screening for environmental sustainability, economic empowerment, and healthy communities.

Economic Empowerment
  • Micro, Small & Medium Size Business Lending
  • Urban Revitalization
  • Democratization of Financial Services
Environmental Sustainability
  • Renewable Energy
  • Sustainable Land Use
  • Transit Solutions
  • Open Space
Healthy Communities
  • Sustainable Food Systems
  • Wellness Oriented Infrastructure
  • Health Care Services/ Products
  • Education

Can you make financial returns and influence causes that are important to you? Absolutely. We’ll show you how.

Learn more about BSW Values Aligned Impact stock portfolios – BSW’s answer to customized, intelligent, highly impactful portfolios that provide financial returns along with quantifiable, targeted change versus traditional index investing.

We believe in maximizing all returns for our investors, stakeholders, and our world.

Learn more about R3 Returns, our Impact Municipal Bond strategy featured in the Colorado Impact Days showcase.  Due to its great success, BSW was prompted to launch R3 into a separately managed account for other advisors and their clients.

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