Impact Investing

With more than two decades of experience in impact investing, we have established a successful track record in helping clients align their investment portfolios with their values.

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

We do this through a systematic and reportable approach.

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 impact and screening for environmental sustainability, economic empowerment, and health communities. We are able to incorporate a wide-range of client-specific values into traditional portfolio construction and management.


R3 RETURNS is 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.