Our Investment Policy Statement is Available Upon Request
OUR PARTNER AND ADVISOR IN TARGETED INVESTMENTS - MONTCALM CAPITAL
The Lupoff/Stevens Family Office is committed to achieving a just and sustainable world and seeking acceptable financial returns along side demonstrable social/environmental impact benefiting people and planet from our 100% Impact/Responsible Investment Portfolio. Our investment mandate, grant-making and policy objectives support social and climate equity and justice. We are a signatory to DivestInvest, pledged divestment of all fossil fuel investments and The Belonging Pledge, committing to address racial equity through investment.
Family members may take Board and/or advisory roles, from time-to-time, with select investment managers.