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, The Belonging Pledge, committing to address racial equity through investment, and Freedom to Invest, insisting on the choice to utilize ESG data in considering investments.
Family members may take Board and/or advisory roles, from time-to-time, with select investment managers.
Our Investment Policy Statement is Available Upon Request
OUR PARTNER AND ADVISOR IN TARGETED INVESTMENTS - MONTCALM CAPITAL