B Impact Report

Logo for Wetherby Asset Management

Wetherby Asset Management

Financial Services
Certified Since: April, 2016
Location: San Francisco, California, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

124.3

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

When Wetherby was founded in 1990, the concept of independent investment advice was considered a novel proposition. The firmÕs founder, Deb Wetherby, wanted to create a new model that rewarded objectivity and results and eschewed the product and sales-driven culture present in most firms at that time. She made the decision to separate fees from investment recommendations, a novel idea that became the industry standard. Wetherby has no internal products and prides itself on offering objective investment advice to clients.

Growth of the firm has been centered on the founding values of independence, objectivity and exceptional client service. These tenets were especially crucial in WetherbyÕs early embrace of impact investing, enabling the firm to be flexible and respond to client demand for investments that could align their portfolio with their values. Wetherby is dedicated to ensuring these founding principles remain part of the firmÕs culture into the future thus our owners periodically offers key employees the opportunity to become owners of the business.

Impact Area Scoresinfo_outline

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