B Impact Report

Logo for Colorado Capital Management

Colorado Capital Management

Impact Investing, Wealth Management and Financial Planning
Certified Since: June, 2014
Location: Boulder, Colorado, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

85.4

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

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.

Impact Area Scoresinfo_outline

Previous Overall B Impact Score