LOHAS works with its clients and their investment advisors and wealth managers to identify the optimal mix of financial requirements and social or environmental values for investing that delivers both profit and impact.

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LOHAS works with its clients and their investment advisors and wealth managers to understand risk/return profiles and explore alternative investment strategies, and then we source, analyze, help structure, and support impact investment transactions.

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Practice Disciplines

LOHAS works with a variety of clients on issues most relevant to them, customizing each engagement to meet their needs; but we also focus heavily on key areas and strategies that reflect our team’s expertise and more effectively enable our clients’ aspirations.

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Donor-Advised Funds

Social Impact Entertainment

Intergenerational Wealth Management

Sustainability Strategies

For-Profits for Nonprofits

Who We Help

Investment seeking both profit and impact comes from a growing variety of sources – from individual investors to organizations to their advisors – and LOHAS works with each to support their specific needs, developing customized strategies and providing hands-on implementation.

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Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, delivering or participating in webinars or podcasts, or providing interviews on key industry topics, the LOHAS team helps drive public discourse on investment delivering both profit and impact.

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Media and Resources

Events

Who We Are

LOHAS team members leverage vast operational experience and extensive industry relationships to deliver execution-ready impact investing strategies with enabling partner affiliations and hands-on support.

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Social Impact Entertainment

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Impact Calendar

LOHAS operates at the intersection of impact investing and philanthropy, enabling the investment of tax-deductible, charitable contributions and foundation grants into for-profit, private-sector socially and environmentally impactful companies, funds, projects, and entertainment productions, using donor-advised funds, fiscal sponsor programs, charitable trusts, and related structures and strategies to deliver sustainable impact. Visit LOHAS.org

LOHAS Advisors provides social impact investment advisory services to investors and their advisors. Despite the dramatic growth in impact investing, challenges remain in identifying and engaging financially compelling, direct investment opportunities that yield real social or environmental results. LOHAS Advisors empowers individuals and organizations to generate the profitable and impactful outcomes they desire.

LOHAS Capital is dedicated to strategic marketing and fundraising efforts for socially and environmentally impactful businesses, funds, projects, and productions. Leveraging relationships and data within the family office and social impact investor community, LOHAS Capital develops strategies and utilizes specialized technology and techniques to generate capital, awareness, and influencer support for health, sustainability, and social impact ventures. Visit LOHASCapital.com

Rick Davis Featured in Seattle Angel Webinar on Donor-Advised Funds

October 15, 2020

John Sechrest, Founder of the Seattle Angel Conference, moderates a webinar for angel investors on impact investing via donor-advised funds, featuring Rick Davis, Managing Partner of LOHAS Advisors, and Melodie Durfee, President and Chief Operating Officer of Legacy Global Charities.

Impact Investing via Donor-Advised Funds

Donor-Advised Funds (DAFs) are philanthropic and social impact investment tools that allow donors (individuals, families, corporations, etc.) to fund special accounts through DAF “sponsor” organizations. Donors receive immediate U.S. income tax deductions and maintain allocation privileges over the fund’s distribution. DAFs can also be used as powerful educational tools for younger generations wishing to become angel investors and have a safe training ground in which to learn the fundamentals of impact investing.

Learn more about Donor-Advised Funds in the webinar and some of the innovative ways investors are utilizing these financial mechanisms to better allocate funds into the socially and environmentally impactful causes they support.

Watch the webinar recording here:

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Acknowledging the Great Work of Black Fund Managers and Organizations Supporting Diversity Initiatives

Jun 15, 2023

This Juneteenth, LOHAS would like to salute some of its many clients that are supporting Black investment fund managers, causes that empower Black and diverse communities, and entertainment productions highlighting diversity issues.

Alex Fang Joins LOHAS as a Partner

May 23, 2023

LOHAS is proud to announce its newest Partner, Alex Fang. With an extensive background in socially and environmentally impactful work, Alex is passionate about aligning tax-advantaged financial structures with impact investing opportunities and is an exciting addition to the LOHAS team.