B Impact Report

Logo for Montcalm TCR LLC

Montcalm TCR LLC

Registered Investment Advisor
Certified Since: February, 2016
Location: San Francisco, California, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

120.8

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

Montcalm is a San Francisco-based wealth management firm that blends expert investing with new economy sustainability and independent vision. The firm is guided by the values of integrity, collaboration, engagement and client sustainability. Montcalm guides clients to engage with their wealth and provides expert investment advice and intelligent risk management that supports the values, needs and goals of clients in the short and long-term.

Montcalm’s founder Holly Ruxin built her career in the global financial system investing client assets at storied institutions such as Goldman Sachs and Morgan Stanley. Yet, after decades of service and witnessing the misalignment of values that led to the financial crisis, Holly founded Montcalm to offer clients a different experience of engaging with their wealth. Montcalm creates a secure financial future for clients and cares about the broader impact that investing has on the world—economically, environmentally and socially.

Montcalm helps our clients untie knots in their financial lives, providing peace of mind and a secure financial future.

Impact Area Scoresinfo_outline

Previous Overall B Impact Score