As an institutional client with Ellevest, you can expect to drive positive impact with your hard-won resources. Because given the state of the world, your impact is needed more than ever.
We believe that clients can invest to achieve both financial and social returns. We actively integrate custom environmental, social, and governance criteria into the investment selection process — all while tracking closely to market benchmarks.
Let us help you direct your investments toward your mission with the option to invest intentionally. We’ll equip you with data to help you understand how and where your organization’s dollars are making an impact.
Our clients’ portfolios are diversified across global equities, bonds, and private alternatives. We’ll partner with you to develop a strategy that fits your organization’s objectives, cash flow and liquidity needs, and other considerations.
We’re a fiduciary registered with the Securities and Exchange Commission (SEC), and it’s one of our core values. We’re dedicated to keeping our clients at the center of everything we do.
We created Private Wealth Management at Ellevest after women told us they were tired of supporting the companies and institutions that have not supported them.
A Wall Street trailblazer with more than 25 years in the financial services industry, Sallie has led Merrill Lynch, Smith Barney, and Citi Private as CEO. She’s been named “The Last Honest Analyst” by Fortune and one of the “Most Influential People in ESG Investing” by Barron’s.
Dr. Kwan is a CFA® charterholder with a PhD in engineering economic systems from Stanford and a BS in computer science and applied math from Brown. With more than 30 years of experience, she’s held positions at Charles Schwab and Financial Engines.
With the most diverse team in any fintech or financial services team of any size, two-thirds of Ellevest is owned by women and underrepresented investors.
Industry data from McKinsey as of 9/27/2022
Ellevest team data as of 3/15/2022
Our team of all-women financial advisors specialize in intentional impact investing and financial planning for high and ultra high net worth individuals, families, and institutions.
The information contained herein (the “Information”) is being provided to you by Ellevest, Inc. (“Ellevest”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or training.
The Information was obtained from third-party sources, which Ellevest believes to be reliable, but is not guaranteed for accuracy or completeness. The Information is current as of the date noted above and Ellevest does not undertake any obligation or responsibility to update or amend the Information provided.
Impact investors may forego some market opportunities or investment returns based on ESG criteria when compared to decisions based solely on investment considerations which could result in either underperformance or outperformance of the market as a whole. Alternatives offered by Ellevest to PWM clients have a minimum investment requirement. There are risks associated with alternative investing such as higher fees and in many cases, long hold times. As such, alternative investments may not be suitable for all clients. Speak to your financial advisor for more information.
The Information does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product. The Information also does not take into account the particular investment objectives or financial circumstances of any specific person who may receive it and should not be relied upon as financial or investment advice. No representation is being made that any investment will or is likely to achieve profits or losses now or in the future. These statements are not guarantees of future performance, and undue reliance should not be placed on them.
Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income.