Portola Creek Capital aligns your investment portfolio with your personal values.

A SEC-Registered Investment Advisor (RIA).

Together we can drive positive impact.

  • Portola Creek - Financial Investments for your conscience

    Invest with your
    conscience

  • Portola Creek Capital - Vote your proxies to make change at the corporate level

    Vote your proxies to influence corporate change

  • We are investment managers, we invest in companies that do good and meet the critera for Environmental, Social and Governance

    Build a
    better future

Learn more about Portola Creek.

Check out the first issue of our magazine: Values-based investing in environment + social + governance

See what stocks are aligned with your personal values.

Of the 3 pillars of Environmentally friendly, Socially responsible, and good Governance (ESG)Environmental, Socially, and Governace, which is most important to you?

QUESTION 1 OF 2.

In regard to Environment,
which of these 3 factors are most important to you

QUESTION 2 OF 2.

In regard to Social,
which of these 3 factors are most important to you

QUESTION 2 OF 2.

In regard to Governance,
which of these 3 factors are most important to you

QUESTION 2 OF 2.

Here are two stocks aligned with your personal values

Tesla Motor Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
TSLA
Tesla Motor

Producer of electric cars, lithium batteries, and solar panels.

Google's Alphabet Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
GOOGL
Alphabet Inc

Provides online advertising services, as well as many consumer and hardware products.

Want to learn more?

Get in touch with one of our experienced portfolio managers.

Call us on 415-990-9499,
Or send us an email at

Here are two stocks aligned with your personal values

Tesla Motor Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
TSLA
Tesla Motor

Producer of electric cars, lithium batteries, and solar panels.

Walt Disney Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
DIS
The Walt Disney Co.

Global entertainment company including television, radio, movies, and theme parks.

Want to learn more?

Get in touch with one of our experienced portfolio managers.

Call us on 415-990-9499,
Or send us an email at

Here are two stocks aligned with your personal values

Tesla Motor Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
TSLA
Tesla Motor

Producer of electic cars and lithium batteries and solar panels.

Intel Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
INTC
Intel Corp

Designs, manufactures, and sells computer, networking, and communications platforms.

Want to learn more?

Get in touch with one of our experienced portfolio managers.

Call us on 415-990-9499,
Or send us an email at

Here are two stocks aligned with your personal values

Intel Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
INTC
Intel Corp

Designs, manufactures, and sells computer, networking, and communications platforms.

Oracle Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
ORCL
Oracle Corp

Develops database and middleware software, application software, cloud infrastructure, hardware, and services.

Want to learn more?

Get in touch with one of our experienced portfolio managers.

Call us on 415-990-9499,
Or send us an email at

Here are two stocks aligned with your personal values

Vail Resorts Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
MTN
Vail Resorts

Operates mountain resorts and urban ski areas in the United States.

Google's Alphabet Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
GOOGL
Alphabet Inc

Provides online advertising services, as well as many consumer and hardware products.

Want to learn more?

Get in touch with one of our experienced portfolio managers.

Call us on 415-990-9499,
Or send us an email at

Here are two stocks aligned with your personal values

3M Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
MMM
3M Company

A highly-diversified global technology company.

Apple Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
AAPL
Apple Inc

Designs, manufactures, & markets mobile communication devices, personal computers, & other products & services.

Want to learn more?

Get in touch with one of our experienced portfolio managers.

Call us on 415-990-9499,
Or send us an email at

Here are two stocks aligned with your personal values

CBRE Group Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
CBG
CBRE Group

A global commercial real estate and investment company.

Salesforce Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
CRM
Salesforce.com

Develops enterprise cloud computing solutions with an emphasis on customer relationship management.

Want to learn more?

Get in touch with one of our experienced portfolio managers.

Call us on 415-990-9499,
Or send us an email at

Here are two stocks aligned with your personal values

3M Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
MMM
3M Company

A highly-diversified global technology company.

Clorox Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
CLX
The Clorox Company

Manufactures and markets cleaning, household, lifestyle, and international products.

Want to learn more?

Get in touch with one of our experienced portfolio managers.

Call us on 415-990-9499,
Or send us an email at

Here are two stocks aligned with your personal values

Microsoft Stocks rate high in ESG. Portola Creek - Investment Managers in ESG
MSFT
Microsoft Corp

Develops, licenses, and supports software products, services, and devices worldwide.

Berkshire Hathaway stocks rate high in ESG. Portola Creek - Investment Managers in ESG
BRK-A
Berkshire Hathaway Inc

Warren Buffet’s holding company includes insurance, railroad, energy, housing, food, media, and consumer goods companies.

Want to learn more?

Get in touch with one of our experienced portfolio managers.

Call us on 415-990-9499,
Or send us an email at

Custom and Sustainable Investment Portfolios

We invest in individual stocks, bonds and other entities that have high growth potential and treat their employees, the environment, and their community well. Contrary to what many people may think, investing in sustainable companies does not compromise returns. That’s because companies that are committed to having good ESG practices - Environmental, Social and Governance - also perform better financially. Roughly 62.6% of studies show a positive correlation between ESG practices and financial returns.

  • Portola Creek invest in companies that are Environmentally Friendly

    Environmentally Friendly

    We look at a company’s energy use, waste, pollution, natural resource conservation and animal treatment. We also evaluate which environmental risks might affect a company’s income and how the company is managing those risks.

  • Portola Creek invest in companies with Good Governance

    Good Governance

    We want to know that a company uses accurate and transparent accounting methods, and see that common stockholders are allowed to vote on important issues. We also want companies to avoid conflicts of interest in their choice of board members and use of political contributions.

Learn more about values-based investing and financial performance →