Newground Investment Service

Our Story

Newground's journey began in 1994 with a vision to harness the power of business for good. Founded by Bruce Herbert, a seasoned financial expert with a deep-seated belief that money can be a force for positive change, Newground has evolved into a leading force in sustainable and responsible investing.

Who We Are

Newground is a team of experienced professionals driven by a shared passion for financial planning and sustainability. We combine comprehensive wealth management services with innovative, values-aligned investment strategies that consider the environmental, social, and governance (ESG) impact of every investment decision.

What We Do

We offer a comprehensive suite of services designed to empower our clients to achieve their financial and personal goals while making a positive impact on the world.

**Portfolio Management

• Construction and management of diversified portfolios aligned with your values and impact goals.
• Sustainable and responsible investing strategies, including ESG screening, shareholder engagement, and impact investing.

Life, Financial & Tax Planning

• Development of comprehensive plans that integrate financial planning with wealth management.
• Goal-driven strategies for retirement planning, estate planning, and risk management.

Strategic Philanthropy

• Consulting on thoughtful and impactful charitable giving.
• Development of strategic philanthropy plans that align with your values and financial goals.

Our Expertise

• Sustainable & Responsible Investing (SRI): We believe investing responsibly leads to long-term financial success and a sustainable future.
• Environmental, Social & Governance (ESG): We evaluate companies based on their environmental footprint, social responsibility, and governance practices.
• Shareholder Engagement: We actively engage with companies to advocate for sustainable and responsible practices.

Our Vision

Newground envisions a future where financial progress is seamlessly interwoven with environmental responsibility and social impact. We believe businesses have a fundamental responsibility to contribute to a more equitable and sustainable future for generations to come.