Appleseed Capital

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Values-based Investing

Founded in 1990 and based in Chicago, Appleseed Capital helps its clients develop and meet their financial goals through customized investment portfolios and a prudent, disciplined, value-investing approach.

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About Appleseed Capital

Whether you call it Socially Responsible Investing (SRI), Environmental, Social, and Governance (ESG) integration, Sustainable Investing, or Impact Investing, Appleseed Capital has been helping clients invest in a way that aligns their personal values with their financial goals. For over 25 years, we have offered investment management services to foundations, endowments, corporate retirement plans, investment consultants, intermediaries, registered investment advisers, family offices, and individual investors.

For more than two decades, we have worked with our investors to integrate their values with their investment portfolios, and in 2015, Appleseed Capital became the first investment advisor in Chicago Certified as a B Corporation. We view this certification as an outward reflection of our commitment to putting clients first, directing capital in a responsible and sustainable manner, and operating our business with integrity.

The Change We Seek

Appleseed Capital believes companies can and should operate responsibly while building long-term, enduring value for all of its stakeholders. The Appleseed team seeks to invest in sustainable companies to help them thrive and to generate superior investment returns for the firm’s clients and investors. The team has high expectations of the companies in which they invest, and of themselves.

Operating a business responsibly begins and ends with integrity. The firm behind Appleseed Capital seeks to conduct itself honestly and transparently with all of its stakeholders, including first and foremost its clients and investors, in addition to its portfolio companies, its valued employees, and its business partners. Its reputation for integrity has been built over twenty five years as an employee-owned, independent, fee-only investment advisor.

All Appleseed Capital team members are committed to helping its clients achieve their financial goals while allowing them to sleep at night with the investments they own. Appleseed portfolio managers work with each client to understand their unique situation, their risk tolerance, and their financial values to help them develop and achieve their financial goals. Portfolio managers customize client portfolios around the environmental and social values of each client.