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
Dan Hughes
Partner
Rick Davis
Partner
Tami Kesselman
Partner
Jared Gonsky
Partner
William Nix
Partner
Claire England
Partner
Jeff Chao
Strategic Advisor
Careers
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“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.
