Colorado Capital Management

Impact Investing, Wealth Management and Financial Planning

Boulder, Colorado

United States

coloradocap.com

About Colorado Capital

In an industry dominated by large Wall Street firms with less than stellar reputations, Colorado Capital Management (CCM) sets itself apart by leading with its values. Over the past 15 years, CCM has grown to become one of the preeminent independent wealth-management firms in Colorado.

Historically, CCM is best known for its integrity, quality, and results with respect to financial planning and portfolio management. More recently, it has established a reputation for its work in the field of impact investing—investing for both financial return and a positive social or environmental impact.

As passionate believers in this double or triple bottom-line approach, it was only natural for CCM to become a Certified B Corporation. CCM staff members are very engaged in the community, working in volunteer leadership positions for numerous non-profits, providing pro-bono services, and financially supporting these organizations as well, most recently through the creation of the CCM Foundation.

We are a team of passionate, dedicated and sophisticated investment professionals working to help our clients carefully deploy their assets to maximize both financial and social returns. We chose to become a Certified B Corporation because we deeply believe we are here to do more than just earn a paycheck. We hope to change the world with our commitment to impact investing, and to change our community with our commitment to both stakeholder and shareholder, value.

The Change We Seek

The biggest problems facing us today including hunger, disease, pollution, climate change and lack of access to clean water, electricity, health care, housing, education and capital cannot be solved by governments or non-profits alone. Capital from the private sector and the power of business must also be brought to bear to solve these problems. That is the premise and genius of impact investing.

From underwriting green real estate and renewable energy to developing affordable housing and new medical technologies. From microfinance to water treatment, sustainable agriculture to clean tech, women’s empowerment to educational innovation, impact investing provides a wealth of possibility for positive change. Colorado Capital Management's job is to find and vet appropriate offerings, to connect investors with opportunity. Their approach is to collaborate and encourage the development of the field. Their goal is to move the needle on shifting dollars toward impact.

What makes us a better company?

B Impact Report

Certified since: 

June 2014
Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

4
7
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

26
18
Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

24
N/A
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

25
17
Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

6
6
Overall B Score
85
55

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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