We believe the wealth management industry has a unique opportunity to lead by example – shaping an ecosystem that prioritizes sustainability, social responsibility, and greater well-being for all.

Founding Members

The Net Positive Consortium Pledge

We will be a stakeholder company committed to improving the well-being of everyone we impact, including our clients, employees, communities, business partners, industry, investors, future generations, and the planet.

We will be a net positive company, giving more to the world than we take.

We will share our learnings, best practices, and outcomes with the RIA profession and the wealth management ecosystem to inspire others to become net positive firms, as well.

The world is a complex place with increased repercussions for how money is managed and spent, but that there is increasing opportunity for industry leaders to positively influence these outcomes in service of our clients and communities.

Inspired by the idea of creating a net positive movement in the wealth management industry after reading the book Net Positive: How Courageous Companies Thrive by Giving More Than They Take by authors Paul Polman and Andrew Winston, a group of wealth management industry leaders got together to form the Net Positive Consortium in Wealth Management.