Invest with Impact

Portola Creek is the California-Registered Investment Advisor for conscientious investors

Founded in 2017, we have decades of broad and deep investment experience, concentrated on the equity and fixed income markets, real estate, private investments, small business, and tax and estate planning. Our highest priority is ensuring that your experience with Portola Creek is rewarding and valuable.

Our advisor offices are located in San Francisco and Santa Barbara.

We won best for 2019!

Best for the World. Best for Customers.

Portola Creek meets the highest standards of verified overall social and environmental performance, transparency, and accountability.

Learn more

  • What we do

  • Comprehensive wealth management
  • Answer the phone
  • Exhibit transparency
  • Hustle
  • Obsess over details
  • Communicate
  • Value client relationships
  • High-five
  • Reward sustainable companies
  • Strive to exceed expectations
  • Read a lot
  • Celebrate milestones
  •   What we don't   

  • Have a pushy sales team
  • Reject coffee
  • Sell products or services
  • Fax
  • Day trade
  • Nickel and dime you
  • Have egos
  • Promise unrealistic outcomes
  • Outsource investment management
  • Suggest do-it-yourself solutions
  • Isolate one part of your financial life
  • Lose at tennis
  • "The evidence is now overwhelming: Stocks of companies that are well-governed and are socially and environmentally responsible outperform their peers.”
    - Todd Wilson (Portola Creek Founder).

    Portola Creek was founded by Todd Wilson in 2017 to help clients align their money with their values. Prior, Todd was President and COO at a San Francisco-based fintech company focused on sustainable investments. Before that, Todd was a Vice President and Portfolio Manager at BNY Mellon. He was also a Portfolio Manager for eight years at Atherton Lane Advisers (a RIA acquired by BNY Mellon in 2016). Prior to joining Atherton Lane Advisors, Todd spent over ten years as a Financial Advisor at Merrill Lynch in San Francisco. Todd began his career at Aetna, designing and implementing employee benefit plans for mid-market companies located in Northern California.

    Todd received a BA in Economics from the University of California at Berkeley, focusing on Investments and Econometrics.

Founders for change
Todd is a Founder For Change, believing in a more diverse and inclusive workplace.

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