Green Maven Directory

Nelson Capital is recognized for its disciplined investment approach, its wealth management expertise, and its specialized capabilities in women's investing, socially responsible investing, and work on behalf of foundations, endowments and other institutions.

We are proud of our leadership in the field of socially responsible investing (SRI). Nelson has a longstanding social investment practice. We believe SRI gives clients the opportunity to earn competitive returns while ensuring that their portfolios are consistent with their values.

We offer custom-designed portfolios, assisting clients in defining their financial and social investment requirements. Nelson analyzes corporate behavior using over 40 social screens, which encompass a broad range of issues. We screen for both supportive and exclusionary criteria.