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

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

Investment Philosophy and Process

Our commitment is to clearly understand your investment objectives and never lose sight of your social guidelines. With both equity and fixed income investment options to give structure to your plan, we aim to grow and protect your institution's assets. We believe in the power of diversification and select securities across a variety of economic sectors and industries. It is an intentional path as we take steps to properly mitigate investment risk and to enhance long-term opportunities.

Our philosophy is based on the principle of discovering companies with strong competitive advantages. We define stringent investment criteria. We emphasize high-quality securities. We adhere to a disciplined security selection process.

We do not follow the crowd.  Instead we hold fast to proprietary research methods and a disciplined process. We formulate our views with an independence of opinion, as we scrutinize each company for investment merit and social business impact. Our security selection is rigorous and hands on. Our purpose is to design and deliver a truly tailored, customized portfolio. A portfolio created specifically for your organization.

We know your investments have a purpose. As your advisor who listens and understands your objectives, we will deliver sound, insightful, investment counsel to align your investment portfolio with your mission.

SRI Investment Strategies

SRI Equity Institutional A separately managed portfolio comprised of large and mid-sized companies characterized by solid long-term earnings growth, strong cash flows and reasonable valuation.
Benchmark: S&P 500 Index.

SRI Growth Equity Institutional A separately managed portfolio comprised of large and mid-sized companies characterized by solid strong competitive and financial conditions, sustainable earnings and positive cash flow.
Benchmark: Russell 1000 Growth Index.

SRI Large Cap Value Equity Institutional A separately managed portfolio comprised of large-sized companies characterized by solid strong competitive and financial conditions, sustainable earnings and positive cash flow.
Benchmark: Russell 1000 Growth Index.

SRI International ADR Equity Institutional A separately managed portfolio comprised of foreign companies trading below normal valuation levels. Fundamental research identifies those companies that have catalysts in place to spur a return to normal valuation.
Benchmark: MSCI EAFE Index.

SRI Fixed Income A separately managed portfolio comprised of domestic fixed income securities selected on the basis of relative value given current market conditions, future movements in interest rates and changes in sector spreads.
Benchmark: Barclays US Intermediate Fixed Income Index.


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


Locations
Locations
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