News & Press Releases

Values-based Investing Management in ESG companies and bonds - Portola Creek Mission statement short video
May 4, 2017

Conscientious Investing: The Portola Creek Way

Portola Creek Capital recently created a short video “Investing With Your Conscience” to educate investors on the importance of Values-Based Investing with ESG, namely, companies that uphold good practices in regard to the environment, social issues, and corporate governance. Each of us were drawn to this firm on a personal level to impact the investment industry and the future of our world. When we sat down and talked about how to articulate our mission statement...Read complete article on medium.

Sustainable Investing Management - High financial performance for ESG companies
Apr 21, 2017

Demystifying the Link between Values Based Investing and Financial Performance

There is a positive correlation between Environmental, Social, and corporate Governance (ESG) issues and corporate financial performance. In fact, 62.6% of the studies examined in this research report show a link between ESG factors and financial performance. By examining ESG factors, we begin to understand a company’s non-financial risk...Read complete article on medium.

Sustainable Investing Firm Portola Creek Capital Launches
Apr 10, 2017

Sustainable Investing Firm Portola Creek Capital Launches

(San Francisco, CA) The latest entry on the burgeoning sustainable-investing scene is SEC-Registered Investment Advisor: Portola Creek Capital. Studies illustrates a positive correlation between a company’s progress on environmental, social, and governance (ESG) issues…and stock performance. Portola has a deeply-experienced team of professionals that provide investment management, comprehensive financial and tax planning, decision analysis, counsel to small business owners, and generational wealth transfer guidance...Read complete article on medium.