Ron Bates <br />Portfolio Manager
Ron Bates
Portfolio Manager

Mission-based and faith-based institutions, whether an endowment, a foundation, or a religious organization, expect transparent, forthright, and timely communication.  We seek sustainable financial success for our clients in harmony with their values.

Socially Responsive Investing

We work with you to create customized investment solutions that help you pursue financial success in harmony with your mission. For more than 35 years, 1919 Investment Counsel (1919ic) has worked with faith-based and mission-based institutions, including religious organizations, endowments and foundations, high schools, colleges, not-for-profit groups, and family partnerships espousing socially aware principles.

Why Choose 1919 Investment Counsel

1919 Investment Counsel offers an approach that combines prudent, active portfolio management and proprietary research integrated in a customized portfolio solution that reflects your institution's ethical views. We call it: ESG + Values. Why? We are committed to understanding the extrafinancial circumstances of corporate social responsibility – the Environmental, Social and Governance factors that influence your organization's investment portfolio – as well as its beliefs and values.

Let's Talk

One of our portfolio managers would be happy to speak with you.


To learn more about our Socially Responsive Investing click here

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