Fund Balance, LLC is dedicated to sustainable non-discretionary infrastructure investment and social innovation. We focus on commercial efforts that meet the need for a healthy and thriving civilization: sustainable, clean and socially responsible endeavors positioned to prosper within bioregional economies.

We work in concert with globally recognized thought leaders in order to help investors understand that as climate and regulatory risk converge, Socially Responsible Investing has expanded to include Environmental and Social (ES) risk/return analysis across the investment spectrum.  A deep understanding of ES risks and opportunities enables Fund Balance to enhance our client’s understanding of management quality and therefore performance.

We provide investment research and consulting for accredited investors and entrepreneurs in all asset classes from fixed income and public equities to hedge funds and seed ventures. Projects we are involved with include Project Sea Clear, the World Bank’s Green Bond program as well as innovative new ES ventures like FarmlandLP.com.

You can familiarize yourself with our mission, outlook and strategy by reading through the articles below.

Fund Balance

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Fund Balance

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Teams

Offices

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