Recommend investments you’re proud to talk about.

Investments designed for integrity, impact, and performance.

Financial Advisor Stories Video

You can feel comprehensively proud of your investment recommendations.

Most investment products today are designed around a sole focus on returns, ignoring the businesses' impact on the world. As a result, many financial advisors are conflicted when they make investment recommendations. They can feel enthusiastic when talking to their clients about the financial merits of their investment recommendations, but uneasy knowing some of those returns may be coming from objectionable sources.

Experience the joy of sharing a better investing story

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Integrity

You get to tell your clients that they are investing in good companies—those avoiding ill-gotten gain by creating products and services that bring blessing to the world.
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Impact

You get to share with clients how they are intentionally directing their money toward companies whose products and practices are making a real contribution to the common good.
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Performance

You get to share how your clients are participating in a wiser approach to investing—one that mitigates the risks of companies with ethical problems and invests in companies with the potential to outperform through true value creation.

Increase the value of your advice with values-based investing

Explore our investment products

Mutual Funds

We launched our first values-based mutual fund in 2008 and now offer eight different funds across an array of investment strategies.

ETFs

Our ETFs provide a modern investment vehicle for those looking to invest in a way that avoids harm and creates blessing for society.

Separately Managed Accounts

These portfolios are comprised of individual securities offered on a discretionary and non-discretionary basis across several Eventide investment strategies.

Target Risk Model Portfolios

These are offered as a strategic asset allocation solution for investors who wish to align their entire portfolio with our investment philosophy.

Eventide Ventures

Our private line of business leverages our healthcare investing experience to identify and fund opportunities for impact.

Grow your business with Eventide

Our recent survey found that 88% of investors are interested in highly ethical investments—with an eye-opening 62% saying they’d change advisors to get access to investments that align with their values. 1
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Differentiate your practice

Designing your practice around values-based investing is a unique opportunity to stand out from other advisors and appeal to the needs of your clients.
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Work with a genuine partner

Our team of experienced CFA Charterholders is ready to help you envision portfolio options built on values and your clients’ needs and objectives.
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Educate your clients

We offer a wealth of resources, including ongoing educational webinars, and will work right alongside you to help inform and engage clients and prospects.

Let’s talk. No pressure.

Set up a call at your convenience to discuss how Eventide’s values-based investment solutions could work with your risk/return preferences and business goals.
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Learn how investing can be more than just returns.