Socially Responsible Investment Advisors
Your investment decisions have the power to shape a more sustainable and equitable future. At Citrine Capital, we help you design a portfolio that reflects both your financial goals and your vision for the world ahead.
Our socially responsible investment advisors translate your values into data-driven, actionable investment strategies that balance purpose with performance. Together, we’ll align your portfolio with measurable sustainability outcomes - reducing exposure to the key drivers of climate change, supporting innovation in clean energy and efficiency, and backing companies leading on transparency, governance, and long-term stewardship.
Because building wealth isn’t just about what you gain - it’s also about the positive footprint you leave behind.
Invest Consciously with an ESG Financial Advisor
Socially responsible investing (SRI) and impact investing offer a way to pursue growth without compromising your principles. These approaches align your capital with companies building a more sustainable, transparent, and resilient global economy.
At Citrine Capital, we integrate Environmental, Social, and Governance (ESG) data to identify firms and technologies driving the transition toward cleaner energy, smarter infrastructure, and responsible resource use. Sustainability isn’t a trend - it’s a measure of adaptability and long-term strength.
As a values-driven financial advisory firm in San Francisco, we stay at the forefront of innovation and sustainability - helping you invest in progress, resilience, and accountability. With guidance from our socially responsible investment advisors, your wealth becomes more than capital - it becomes a force for measurable, lasting change.
Align Your Financial Goals with Your Personal Values
Building a socially responsible portfolio requires a structured, evidence-based approach that balances ethics, impact, and performance. Our ESG investment consultants can help you move beyond simple filters and generic funds to build a resilient, values-aligned strategy.
Sustainability-Focused Tilts
We use data-driven tilts to favor companies reducing emissions, improving efficiency, and demonstrating responsible resource management - not just avoiding bad actors, but systematically rewarding positive progress.
Environmental Innovation & Efficiency
We support technologies that transform wasted or stranded energy into productive use, accelerate renewable adoption, and consume harmful emissions - driving innovation toward a cleaner, more resilient future.
Exclusions & Values-Based Screens
Our portfolios limit exposure to industries like fossil fuels, weapons, and tobacco, helping ensure your capital supports long-term societal and environmental well-being.
Social Inclusion & Global Resilience
Our strategies favor technologies improving transparency, access, and participation in the global economy - expanding opportunity, strengthening local communities, and fostering systems that promote fairness.
Diversified, Globally Allocated Exposure
ESG integration is implemented across asset classes and geographies, blending sustainability priorities with globally diversified portfolio construction grounded in academic research.
Cost & Tax-Efficient Execution
We use low-cost strategies to pursue sustainable impact and long-term growth - without compromising expected returns or after-tax efficiency.
Why Does Socially Responsible Investing Matter?
Socially responsible investing allows you to grow your wealth while contributing to a more sustainable and equitable world. By aligning your portfolio with companies and technologies advancing environmental stewardship, social progress, and ethical governance, you help drive meaningful change.
Rather than simply avoiding industries that conflict with your values, our approach directs your money toward measurable progress - rewarding firms driving positive change and long-term adaptability. The result is a portfolio designed for sustainable growth that reflects your principles, creates impact today, and builds a legacy for future generations.
How Citrine Capital Approaches Socially Responsible Investing
At Citrine Capital, our socially responsible financial advisors embed sustainability into how we evaluate risk, opportunity, and long-term value. Our evidence-based approach uses measurable data and transparent reporting to align your portfolio with both performance and purpose.
We focus on key sustainability factors: emissions, resource use, governance, transparency, and social inclusion. These innovators are creating the foundation for a cleaner, more resilient, and equitable global economy.
The result is straightforward: portfolios designed to grow your wealth responsibly while helping move progress in the right direction - where innovation, accountability, and long-term sustainability work hand in hand.
Comprehensive Financial Advisory Services for Forward-Thinking Innovators
We’re proud to serve the innovators who call the Bay Area home - individuals building the future through vision, integrity, and purpose. Our comprehensive financial advisory services are designed to help you grow, protect, and align your wealth with the impact you want to create.
Financial Planning
Create a personalized financial roadmap towards your priorities and long-term goals.
Wealth Management
Get tailored investment strategies that reflect your objectives, values, and ability to take risk.
Asset Protection
Protect what you’ve built with proactive insurance and risk management strategies.
Who We Work With
We partner with high-net-worth individuals and families across the Bay Area - startup founders, entrepreneurs, and professionals who want their wealth to reflect their values.
As a San Francisco–based team of socially responsible financial advisors, we understand the region’s unique challenges: high taxes, complex equity compensation structures, and the balance between innovation, lifestyle, and legacy.
Our mission is to turn those realities into cohesive strategies that optimize your financial plan and align your investments with the long-term impact you want to create. We help you build prosperity that lasts and progress that truly matters.
Why Bay Area Professionals Choose Us
At Citrine Capital, we combine our specialized expertise with clear, proactive communication to simplify your financial life and keep you confidently on track. We’re your long-term partner - helping you navigate complexity, uncover blind spots, and make smarter decisions at every stage.
Transparent Financial Advice
As fee-only fiduciaries, we receive no commissions or third-party incentives - ensuring every recommendation is made solely in your best interest.
Tailored Strategies for the Bay Area
We bring Bay Area expertise and evidence-based planning to simplify complexity, from equity compensation and real estate to taxes and values-aligned wealth.
End-to–End Guidance for Every Life Stage
We provide continuity through every transition — from equity events and career pivots to early retirement and multigenerational planning. Our goal is to keep you organized, confident, and in control as life and priorities evolve.
Explore Values-Aligned Investing with Citrine Capital
Explore values-aligned investing with Citrine Capital. As ESG financial advisors, we design strategies that balance purpose with performance - helping your portfolio reflect both your goals and your principles.
To get started, please fill out a short questionnaire so we can determine whether we’re the right fit. We’ll follow up to schedule a meeting to review your financial situation and answer any questions you may have.
Thoughtful planning creates lasting change. Schedule a meeting with one of our socially responsible investment advisors today.