WHO WE HELP

Custom Solutions Developed for Every Client

LOHAS works with a diverse group of clients and partners to develop bespoke strategies for establishing or fine-tuning impact investments that deliver both attractive financial returns and values-aligned benefits and then source and analyze investment opportunities poised to deliver those optimal outcomes.

Serving Diverse Client Needs

LOHAS supports a wide variety of client and partner types so please contact us even if you do not see your affiliation represented here.

Family Offices

Foundations and Endowments

HNWI’S and UHNWI’S

Institutional Investors

Investment Advisors and Wealth Managers

Nonprofits

Donor-Advised Funds (DAFs) and DAF Sponsors

Corporations

Serving Diverse Client Needs

LOHAS supports a wide variety of client and partner types so please contact us even if you do not see your affiliation represented here.

Family Offices

Investment Advisors and Wealth Managers

Foundations and Endowments

Nonprofits

HNWI’S and UHNWI’S

Donor-Advised Funds (DAFs) and DAF Sponsors

Institutional Investors

Corporations

Family Offices

Financial professionals serving wealthy clients may be asked to identify or perform due diligence on direct social or environmental impact investments or may want to expand their single or multi-family offices to incorporate these types of investment options, and LOHAS supports all aspects of those endeavors from developing bespoke strategies to providing transactional assistance.

HNWI’S and UHNWI’S

High and ultra-high net worth individuals may want to move beyond public ESG investing to have a more significant direct impact on causes important to them but need help developing and executing a proactive, impact investment strategy, and LOHAS works closely to meet the specific needs of each client seeking both financial returns and social or environmental impact.

Investment Advisors and Wealth Managers

Financial professionals serving wealthy clients may be asked to identify or perform due diligence on direct social or environmental impact investments or may want to expand their practice to incorporate these types of investment options, and LOHAS helps create client retention strategies that include values-aligned investment offerings either as defined by traditional ESG and SRI filters or individually customized client preferences.

Investment Advisors and Wealth Managers

Financial professionals serving wealthy clients may be asked to identify or perform due diligence on direct social or environmental impact investments or may want to expand their practice to incorporate these types of investment options, and LOHAS helps create client retention strategies that include values-aligned investment offerings either as defined by traditional ESG and SRI filters or individually customized client preferences.

Donor-Advised Funds (DAFs) and DAF Sponsors

Parties creating donor-advised funds (DAFs) as well as DAF sponsors looking to help their clients distribute funds more effectively may need assistance identifying or performing due diligence on direct social or environmental impact investments, and the LOHAS team are not only DAF thought leaders but also specifically focused on enabling impact investments that meet DAF impact requirements as well as financial return goals.

Foundations and Endowments

Foundations and endowments may recognize that their portfolios do not fully match their mission and want to use PRI’s or other investment mechanisms to make direct impact investments but need guidance or additional resources to develop supportive strategies or assist with identifying and analyzing these opportunities. LOHAS can help fully enable the organization’s investment vision.

Foundations and Endowments

Foundations and endowments may recognize that their portfolios do not fully match their mission and want to use PRI’s or other investment mechanisms to make direct impact investments but need guidance or additional resources to develop supportive strategies or assist with identifying and analyzing these opportunities. LOHAS can help fully enable the organization’s investment vision.

Institutional Investors

Institutional investors and financial services firms experiencing the accelerated need for impact investing solutions may benefit from LOHAS’ extensive experience, market insight, and deep relationships to develop strategies for launching or refining impact investment activities that satisfy organizational demands while also producing business and mission-enhancing results.

Nonprofits

Nonprofit organizations seeking to establish or grow for-profit ventures to leverage unique resources or relationships more effectively while enabling a sustainable source of income to support the mission need specialized guidance and transactional creativity, and LOHAS’ combination of legal, strategic, marketing, and impact investor engagement insight can adeptly lead the organization in fulfilling its vision.

Nonprofits

Nonprofit organizations seeking to establish or grow for-profit ventures to leverage unique resources or relationships more effectively while enabling a sustainable source of income to support the mission need specialized guidance and transactional creativity, and LOHAS’ combination of legal, strategic, marketing, and impact investor engagement insight can adeptly lead the organization in fulfilling its vision.

Corporations

Corporations seeking to launch or grow their own impact fund or venture, make social or environmental impact investments, or tell a better ESG story to bolster their brand and align better with customer and stakeholder demands may benefit from LOHAS’ insight, strategic direction, and industry relationships as well as assistance leveraging investment mechanisms unique to the impact sector.

Corporations

Corporations seeking to launch or grow their own impact fund or venture, make social or environmental impact investments, or tell a better ESG story to bolster their brand and align better with customer and stakeholder demands may benefit from LOHAS’ insight, strategic direction, and industry relationships as well as assistance leveraging investment mechanisms unique to the impact sector.

Profit + Impact

Let us help you develop and execute your impact investing strategy (or one for your client) that meets both your financial and impact requirements.

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.