Who We Are

Experience + Innovation + Market Insight

The LOHAS team has broad industry knowledge gleaned from many years providing financial and strategic advisory and other services to a wide variety of clients. LOHAS is not a registered investment advisor or wealth manager and has no assets under management. We are a boutique consultancy supporting the unique requirements of our investor clients and their advisors.

LOHAS team members are also social and environmental impact veterans and experts in developing strategies to satisfy client passions and financial requirements. We excel as impact investment thought leaders, creating innovative approaches to the market and educating clients in key areas, including alternative investment strategies, social impact entertainment, and intergenerational wealth management.

Principal Advisors

Partner

DAN HUGHES

Partner

RICK DAVIS

Partner

TAMI KESSELMAN

Partner

JARED GONSKY

Partner

WILLIAM NIX

Careers

JOIN OUR TEAM

Partner

DAN HUGHES

Partner

TAMI KESSELMAN

Partner

WILLIAM NIX

Partner

RICK DAVIS

Partner

JARED GONSKY

Careers

JOIN OUR TEAM

“LOHAS” is a market segmentation term that stands for “Lifestyles of Health and Sustainability” and refers to that portion of the population that aspires to a healthier and more socially and environmentally conscious way of life and makes investment and buying decisions accordingly.

Our Mission

LOHAS’ mission is not only to drive more capital into impact investments but also to challenge the false narrative that investments delivering real social or environmental benefits cannot yield market-rate (or greater) returns as well.

Optimal Outcomes:
Profit + Impact

Supporting Our Clients' Passions

LOHAS tailors its advice to support the passions of its clients and ties those activities to the United Nations Sustainable Development Goals for tracking purposes.

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.