The Fund strives to achieve this objective through the utilization of a disciplined investment process for equity securities that avoids investments in the alcohol, gambling, tobacco, and health care industries. Trillium Asset Management . For over 15 years, Trillium has been the leader in the social investment field. Trillium manages investment portfolios for a broad array of individuals and institutions. We manage equity, balanced, and fixed income accounts, with a client-driven, highly personalized management style.
Client needs and objectives are foremost in the Trillium approach to investing.
West Coast Bancorp is merging its four affiliate banks into a single, community-focused bank, to be called West Coast Bank. This new combination will continue a longstanding commitment to community banking while reducing expenses and accelerating growth. How to Screen Investments for Social and Environmental Factors . Inc. All rights reserved.