At SWAHA we have made a concerted effort to ensure that our that our foundation’s assets are invested in funds that mirror our values. For this reason, SWAHA has partnered with two advisors, Pearl Wealth and Align Impact, to develop an impact investing strategy. Working with these two firms has assisted SWAHA in developing a protocol for conscientious asset management as well as information and access to some of the most exciting and effective initiatives in the three arenas we care about most: education, environment, and human rights.

As SWAHA’s financial advisor, Pearl Wealth has been instrumental in helping us build a diverse investment and grant portfolio that supports our mission. Pearl Wealth and SWAHA share a commitment to social and environmental values, and these principles guide our investment decisions. Opportunities are evaluated by the impact they have on the planet, educational systems, and equity.

Pearl Wealth is a woman-owned Registered Independent Advisory firm based in Boulder, Colorado that supports individuals, families, and family foundations in aligning their values with investment opportunities.