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description=Purpose Powers Performance Sonen Capital is a trusted partner for investors seeking unbiased and tailored investment solutions to address the world’s most pressing challengeshtt????/sonencapital.com/wp-content/uploads/2025/09/hero-optimizado.mp4Who We AreYour Values, Fully Invested.At Sonen Capital, we help clients turn intentions into action by building investment portfolios that reflect their values. As an Outsourced Chief Investment Officer (OCIO) and Investment →;
description=Sonen Capital Social & Enviromental Impact Investment. Sonen provides impact investment and advisory services to families, foundations, institutions and advisors.;

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home sonen capital skip to the content about about team affiliations what we do what we do who we serve impact our approach to impact investing our impact resources resources thought leadership news contact contact careers login addepar ss c menu about about team affiliations what we do what we do who we serve impact our approach to impact investing our impact resources resources thought leadership news contact contact careers login addepar ss c login purpose powers performance sonen capital is a trusted partner for investors seeking unbiased and tailored investment solutions to address the world s most pressing challenges who we are your values fully invested at sonen capital we help clients turn intentions into action by building investment portfolios that reflect their values as an outsourced chief investment officer ocio and investment advisor we partner with families foundations and institutional investors globally to tailor investment solutions that integrate social and environmental goals to meet their financial and impact objectives who we serve foundations endowments family offices institutions advisors impact investing for foundations endowments we work with community private and corporate foundations to help them fulfill their purpose through their investments we understand that every dollar you invest or grant represents a potential outcome of lasting and meaningful impact our engagements often begin with a foundation s desire to do more with their capital and further align their investment portfolio with their mission we typically start with board level education and help you define your strategy around mission aligned investing through a detailed process we co create or build on impact investment policy statements to support your long term financial and impact objectives we then implement your tailored plan with a custom portfolio that starts or continues the transition to more sustainable outcome driven investments see their stories here impact investing for individuals families sonen capital works with individuals and their families to help them realize their financial and impact goals our partnership starts with the thoughtful evaluation of your financial needs and values which we develop into a long term plan to protect grow and express your wealth and impact objectives each portfolio is as unique as the client and we customize our services to meet your needs for every stage of life and evolution of impact we commit to forming deeply personal relationships built on mutual trust and you can be confident that we will serve you with the highest standards of integrity and guidance because we are all working towards a better tomorrow see their stories here impact investing for institutions and advisors we re honored to work alongside some of the finest advisory consultancy and investment institutions contributing to the sustainable investment landscape financial advisors and intermediaries play a critical role in helping clients achieve their goals and we add the impact investing expertise necessary to meet their unique situations whether by intentional focus or in response to client demand we are often approached by asset managers looking to incorporate impact into their client portfolios our extensive network deal sourcing rigorous impact investment process and custom reporting provide the discipline and trust asset mangers require for successful and supportive impact integration if you seek financially competitive turn key impact funds with low minimums and fees or have an impact mandate for part of your client s overall portfolio we have the product or can custom build one to achieve your client s objectives see their stories here we believe that investment capital can help meet large scale global challenges every client is different and every portfolio we create is tailored to suit each client s financial goals and impact objectives whether you are a family foundation institution or part of their advisory teams our process starts with active listening and thoughtful conversation to reach a shared vision and co create a financial and impact roadmap through our framework driven impact investment process rigorous due diligence and meticulous planning we move your dreams from idea to the implementation of investable opportunities we then connect your long term goals with qualifiable metrics and apply our award winning reporting to keep you informed and showcase the results of your impact driven investments let s connect affiliations we re proud to collaborate with leading organizations that share our client s values each organization below represents a community we support through signatory membership or partnership wbcr_php_snippet id 7430 101 montgomery street suite 2150 san francisco ca 94104 1 415 534 4444 info sonencapital com stay informed newsletter signup sign up site map dei statement legal form crs form adv part 2a privacy statement sonen capital 2025 site by p1stache com