Trillium Asset Management manages equity, fixed income, and balanced portfolios for individuals, high-net-worth clients, trusts, and institutional investors. Founded in 1982, the firm specializes in sustainable and responsible investing, integrating environmental, social, and governance research into fundamental financial analysis. Trillium seeks to align clients' personal values with their financial objectives by investing in companies positioned to thrive in a sustainable global economy while actively engaging in shareholder advocacy and proxy voting. The firm offers various equity and fixed-income strategies and requires a minimum relationship size of $5,000,000 for standard managed accounts, though some smaller accounts are accepted with negotiated terms or through wrap fee programs and model portfolio platforms.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees are subject to negotiation. A 0.15% oversight fee applies to unaffiliated mutual funds or exchange-traded funds used in asset allocation. Private fund management fees are up to 1.25% per annum.