Our Ideas, Your Ideals

Our investment philosophy, mindset, approach, and structure set Devotion Capital Management apart from the rest of the investment management industry. If this is what you are looking for, then you are in the right place.

Where Investment Value Meets Your Values

At Devotion Capital we do not pool our clients’ assets. Portfolios therefore can be tailored along a variety of ethical and social lines, such as:

  • ESG – environmental, social and governance goals
  • Family, religious, or cultural values and preferences
  • Sin stock exclusions – alcohol, tobacco, gambling, marijuana, etc.
  • Separately managed accounts that reflect your values.

Money can be a powerful tool to achieve your goals and live a fulfilling life.

We aim to align your values with your investments.

How it Works

STEP 1

What Do We Want To Implement and Control?

Identify and quantify client value preferences

STEP 2

How stringent do you want to be?

Discuss implementation options for individual portfolios relative to individual holdings sectors and future investment opportunities.

STEP 3

What does that look like in the every day management of your portfolio?

Discuss implementation options for individual portfolios relative to individual holdings sectors and future investment opportunities.

We are personally invested, right beside you.