Alison Bevilacqua <br />Head of Social Research
Alison Bevilacqua
Head of Social Research

We seek sustainable financial success for our clients in harmony with their values.

Our Approach

LMIC works diligently with you to understand your values and incorporates them when constructing your portfolio. Our team is committed to understanding the extrafinancial factors of corporate responsibility including Environmental performance, Social impacts, and Corporate Governance practices of each holding in your portfolio.

Our Team

Our team includes portfolio managers, equity and fixed income analysts, and dedicated social research analysts, working together to create a portfolio that reflects your ethical and social principles.

Our social analysts delve into the who, what, where, and why of company activities and consider both positive and negative impacts. They consider the social and environmental challenges facing each sector and the longer-term changes in society, business and government that will affect your portfolio holdings.

All investments involve risk and there is no guarantee investment objectives will be met.

Baltimore, MD

100 International Drive
5th Floor
Baltimore, MD 21202
(844) 200-1919

Cincinnati, OH

600 Vine Street
Suite 2000
Cincinnati, OH 45202
(800) 654-5777

New York, NY

640 Fifth Avenue
9th Floor
New York, NY 10019
(866) 566-0425

Philadelphia, PA

Two Logan Square
Suite 1850
Philadelphia, PA 19103
(800) 806-2732