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
Investment Advisors and Wealth Managers
Nonprofits
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.
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.
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.
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.
