Sycamore Financial Group

Certified B Corporation
Headquarters

Indiana, United States

Certified Since

February 2021

Industry

Investment advising

Sector

Service with Minor Environmental Footprint

Operates In

United States

Sycamore Financial Group is registered investment advisory and broker dealer. Sycamore offers its clients custom tailored investment portfolios, financial planning services, and ongoing advice. Sycamore prides itself in its commitment to the highest ethical and professional standards.

Overall B Impact Score

Based on the B Impact assessment, Sycamore Financial Group earned an overall score of 98.1. The median score for ordinary businesses who complete the assessment is currently 50.9.
98.1
98.1 Overall B Impact Score
80 Qualifies for B Corp Certification
50.9 Median Score for Ordinary Businesses

Governance 15.7

Governance evaluates a company's overall mission, engagement around its social/environmental impact, ethics, and transparency. This section also evaluates the ability of a company to protect their mission and formally consider stakeholders in decision making through their corporate structure (e.g. benefit corporation) or corporate governing documents.

Mission & Engagement1.8
Ethics & Transparency3.9
+ Mission Locked10

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Workers 28.9

Workers evaluates a company’s contributions to its employees’ financial security, health & safety, wellness, career development, and engagement & satisfaction. In addition, this section recognizes business models designed to benefit workers, such as companies that are at least 40% owned by non-executive employees and those that have workforce development programs to support individuals with barriers to employment.

Financial Security14.8
Health, Wellness, & Safety0.0
Career Development6.3
Engagement & Satisfaction5.0

Community 28.9

Community evaluates a company’s engagement with and impact on the communities in which it operates, hires from, and sources from. Topics include diversity, equity & inclusion, economic impact, civic engagement, charitable giving, and supply chain management. In addition, this section recognizes business models that are designed to address specific community-oriented problems, such as poverty alleviation through fair trade sourcing or distribution via microenterprises, producer cooperative models, locally focused economic development, and formal charitable giving commitments.

Diversity, Equity, & Inclusion7.5
Economic Impact7.1
Civic Engagement & Giving5.7
Supply Chain Management1.0
+ Local Economic Development4.4

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.


Environment 8.0

Environment evaluates a company’s overall environmental management practices as well as its impact on the air, climate, water, land, and biodiversity. This includes the direct impact of a company’s operations and, when applicable its supply chain and distribution channels. This section also recognizes companies with environmentally innovative production processes and those that sell products or services that have a positive environmental impact. Some examples might include products and services that create renewable energy, reduce consumption or waste, conserve land or wildlife, provide less toxic alternatives to the market, or educate people about environmental problems.

Environmental Management2.0
Air & Climate1.1
Water0.0
Land & Life1.0

Customers 16.1

Customers evaluates a company’s stewardship of its customers through the quality of its products and services, ethical marketing, data privacy and security, and feedback channels. In addition, this section recognizes products or services that are designed to address a particular social problem for or through its customers, such as health or educational products, arts & media products, serving underserved customers/clients, and services that improve the social impact of other businesses or organizations.

Customer Stewardship4.4
+ Portfolio Reporting0
+ Targeted for Investment6.7
+ Leadership & Outreach0
+ Investment Criteria1.6
+ Portfolio Management3.1

What is this? A company with an Impact Business Model is intentionally designed to create a specific positive outcome for one of its stakeholders - such as workers, community, environment, or customers.



Previous Overall B Impact Scores

2024 Overall B Impact Score98.1
2021 Overall B Impact Score80.2

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