Portola Creek Capital

Portola Creek Capital is a California-registered investment advisor specializing in comprehensive wealth management for conscientious investors. They align investment portfolios with personal values, prioritizing sustainability, climate change awareness, and social justice. Portola Creek actively engages in proxy voting to influence corporate change and advocates for responsible investing practices, refusing to invest in companies that disregard these principles.

They are a Certified B Corporation, meeting the highest standards of social and environmental performance, transparency, and accountability. They are also proud signatories of the Principles for Responsible Investing pledge, demonstrating their commitment to ethical investment practices. Portola Creek offers a range of services including portfolio management, tax planning, small business consulting, wealth transfer, decision analysis, and insurance reviews. Their mission is to help clients achieve financial goals while making a positive impact on the world.

Portola Creek Capital does not have a dedicated section on their website detailing employee benefits. However, they do mention that CEO Todd Wilson believes in a more diverse and inclusive workplace and is committed to having a diverse team and board. This suggests they may offer benefits related to diversity and inclusion. They also mention they are a Certified B Corporation, which implies commitment to social and environmental responsibility, potentially indicating employee benefits aligned with these values.

Portola Creek Capital is a California-registered investment advisor committed to aligning clients' investment portfolios with their personal values. They prioritize investing in corporations that champion sustainability, address climate change, and promote equality, while avoiding those that discount these principles. Portola Creek aims to drive capital towards social and environmental good, encouraging conscientious investing and providing comprehensive wealth management services to those seeking a positive impact with their financial decisions.

Portola Creek Capital promotes a culture of conscientious investing, focusing on ethical and sustainable practices. The company prioritizes transparency, collaboration, and a dedication to making a positive impact on the world. They value client relationships and strive to exceed expectations while fostering a positive and supportive work environment.

Portola Creek Capital is committed to diversity, equity and inclusion, both within the company and in its investment decisions. They are proud to be a Certified B Corporation, demonstrating a commitment to using their business as a force for good and meeting the highest standards of verified social and environmental performance. This commitment extends to the company's leadership, with CEO Todd Wilson being a Founder for Change, advocating for a more diverse and inclusive workplace in the tech industry. Portola Creek actively considers diversity when selecting investment partners and incorporates Environmental, Social and Governance (ESG) factors, including diversity and equal opportunity, into their investment analysis.