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.

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.

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.

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.

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.

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.

LOHAS Advisors Logo

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 Logo

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 Logo

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

Media & Resources

Lending Our Voice to the Conversation

The LOHAS team is very active in the impact investing, family office, and social impact entertainment communities (among others), and we regularly feature our published articles, interviews, podcasts, educational webinars, and partner productions as well as firm and other announcements relevant to our clients.

The Latest From LOHAS

Stay up-to-date with the latest happenings at LOHAS Advisors, including Partner spotlights, Press Releases, and other helpful resources.

William Nix Joins as a Partner of LOHAS Capital and LOHAS Advisors

William Nix Joins as a Partner of LOHAS Capital and LOHAS Advisors

FOR IMMEDIATE RELEASE: May 12, 2020 William Nix Joins as a Partner of LOHAS Capital and LOHAS Advisors Los Angeles, May 12, 2020 (GLOBE NEWSWIRE) -- LOHAS has added an industry-leading social impact entertainment expert to its team! William Nix has extensive...

Gender Lens as a Winning Strategy in Impact Investing

Gender Lens as a Winning Strategy in Impact Investing

This article was originally published on GreenMoney Journal as part of their inaugural “Women and Investing” edition.You can view that article here.  Within the impact investing community, the value of gender diversity as an investment evaluation screen is rarely...

Rick Davis Featured in Confluence Philanthropy Webinar

Rick Davis Featured in Confluence Philanthropy Webinar

Endowments portfolios have increasingly well-defined socially responsible investments guidelines across a range of asset classes. However, cash and other liquid allocations are often underutilized as a tool for positive social performance. Join CNote, an online...

Donor-Advised Funds will Drive Impact Investing

Donor-Advised Funds will Drive Impact Investing

The LOHAS Advisors team was recently asked to share its expertise on Donor-Advised Funds and hot impact investing trends for a Refinitiv E-Book entitled Sustainable Finance and ESG: The 2020 Playbook. You can view the full E-Book here. Below is our contribution on...

Tami Kesselman Featured on Family Office World Podcast

Tami Kesselman Featured on Family Office World Podcast

In this episode of the insightful Family Office World Podcast, Tami Kesselman, Worldwide President of Harvard Alumni in Impact, and member of the Board of Directors for the Governance Committee at Harvard’s Kennedy School, articulately explains the explosive growth in...

Tami Kesselman Joins as a Partner of LOHAS Advisors

Tami Kesselman Joins as a Partner of LOHAS Advisors

FOR IMMEDIATE RELEASE: February 4, 2020 Tami Kesselman Joins as a Partner of LOHAS Advisors The LOHAS team has a new impact investing pro! A Harvard-educated strategist and former Bain consultant, Tami Kesselman is a pioneer and thought leader on achieving concurrent...

Cash Deposits Can Make a Meaningful Impact on Communities

Cash Deposits Can Make a Meaningful Impact on Communities

This article was originally published on GreenMoney Journal. You can view that article here.  Because public and private equity investing garner most of the attention of impact investors, the liquid “cash” portion of the portfolio is often overlooked despite the...

Rick Davis Featured in Confluence Philanthropy Webinar

Rick Davis Featured in Confluence Philanthropy Webinar

Endowments portfolios have increasingly well-defined socially responsible investments guidelines across a range of asset classes. However, cash and other liquid allocations are often underutilized as a tool for positive social performance. Join CNote, an online...

Donor-Advised Funds will Drive Impact Investing

Donor-Advised Funds will Drive Impact Investing

The LOHAS Advisors team was recently asked to share its expertise on Donor-Advised Funds and hot impact investing trends for a Refinitiv E-Book entitled Sustainable Finance and ESG: The 2020 Playbook. You can view the full E-Book here. Below is our contribution on...

Tami Kesselman Featured on Family Office World Podcast

Tami Kesselman Featured on Family Office World Podcast

In this episode of the insightful Family Office World Podcast, Tami Kesselman, Worldwide President of Harvard Alumni in Impact, and member of the Board of Directors for the Governance Committee at Harvard’s Kennedy School, articulately explains the explosive growth in...

Tami Kesselman Joins as a Partner of LOHAS Advisors

Tami Kesselman Joins as a Partner of LOHAS Advisors

FOR IMMEDIATE RELEASE: February 4, 2020 Tami Kesselman Joins as a Partner of LOHAS Advisors The LOHAS team has a new impact investing pro! A Harvard-educated strategist and former Bain consultant, Tami Kesselman is a pioneer and thought leader on achieving concurrent...

Cash Deposits Can Make a Meaningful Impact on Communities

Cash Deposits Can Make a Meaningful Impact on Communities

This article was originally published on GreenMoney Journal. You can view that article here.  Because public and private equity investing garner most of the attention of impact investors, the liquid “cash” portion of the portfolio is often overlooked despite the...