Dealflow | February 9, 2017

New Summit Investments launches as impact arm of Arjuna Capital and Baldwin Brothers

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New Summit Investments has launched as the impact arm of Arjuna Capital and Baldwin Brothers.

The joint venture of the two wealth management firms will help clients integrate impact into their portfolios.

Bill Marvel and Alex Lamb will lead the Marion, Massachusetts venture, which will “target the same risk/return characteristics as other geographically diversified strategies.”