The Sustainability Group
The Sustainability Group is a sustainable investment division of Loring, Wolcott & Coolidge, founded in 1987 by Amy Domini, managing $4.1B for high-net-worth individuals and families through ESG stock selection, shareholder advocacy, and impact investing.
- Company typePrivate
- Founded1987
- HeadquartersBoston, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What The Sustainability Group does
The Sustainability Group is a specialized sustainable investment division operating within Loring, Wolcott & Coolidge (LWC), a Boston-based registered investment advisor headquartered at 230 Congress St. Founded in 1987 by Amy Domini — a globally recognized pioneer in sustainable investing — the group manages $4.1 billion in assets under sustainable management as of December 31, 2025 and has practiced sustainable investing for 39 years. It serves high-net-worth individuals and families seeking customized portfolios that align environmental, social, and governance values with financial returns.
The group's offering centers on three interconnected investment activities: Stock Selection (ethical and ESG-based stock screening), Shareholder Advocacy (engaging portfolio companies on ESG practices through shareholder action), and Impact Investing (direct investments targeting measurable social and environmental outcomes). These capabilities are layered onto LWC's broader wealth management platform, which also delivers Family Office Services, Investment Management, Estate Planning and Settlement, Financial Advice, Tax Planning and Preparation, and Philanthropic Strategies. The firm reports that its portfolios are 77% less carbon intensive than the S&P 500 benchmark.
Commercially, The Sustainability Group operates as an unincorporated division of LWC, generating revenue through asset-based advisory fees on customized portfolios. Client acquisition is primarily referral-driven through LWC's established wealth management relationships. The firm does not publicly disclose pricing or fee schedules, consistent with the bespoke nature of each client mandate. The entity has 11–50 employees, serves clients exclusively within the United States, and has not disclosed funding rounds, outside investors, or cap table details.
The Sustainability Group firmographics
Firmographics- Name
- The Sustainability Group
- Legal name
- Loring, Wolcott & Coolidge
- Website
- https://sustainabilitygroup.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- The Sustainability Group is a sustainable investment division of Loring, Wolcott & Coolidge, founded in 1987 by Amy Domini, managing $4.1B for high-net-worth individuals and families through ESG stock selection, shareholder advocacy, and impact investing.
- Ownership category
- akta.pro rank
The Sustainability Group industry classification
Industry- Product category
- Sustainable Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Sustainable/Thematic Investing (Climate, Clean Tech, Water, Biodiversity) (FSAAALAB)
- akta.pro secondary industries
- ESG/Sustainable Investment Advisory (FSAEAAAJ), Sustainable/ESG Equity (Active) (FSAAAIAM), Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG), Multi-Asset ESG / Sustainable Allocation Strategies (FSAAAJAK)
Keywords
Where The Sustainability Group is headquartered
LocationHeadquarters
- HQ city
- Boston
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Sustainability Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Distribution channels1 record
The Sustainability Group product offering
Product offeringCore offering
The Sustainability Group provides customized sustainable investment portfolio management for high-net-worth individuals and families, built around three core activities: ESG-based Stock Selection, Shareholder Advocacy (corporate engagement on environmental/social issues), and direct Impact Investing. Operating as a division within Loring, Wolcott & Coolidge, the group manages $4.1B in assets under sustainable management and complements its sustainable investing platform with broader wealth management services including Family Office Services, Investment Management, Estate Planning, Financial Advice, Tax Planning, and Philanthropic Strategies.
Product overview
The Sustainability Group is a specialized sustainable investment division within Loring, Wolcott & Coolidge (LWC) offering a unified platform of investment and wealth management services. The group's core offering centers on three interconnected investment activities: Stock Selection (ethical stock screening), Shareholder Advocacy (engaging corporations on ESG issues), and Impact Investing (direct investments generating measurable impact). These are complemented by comprehensive wealth management services including Family Office Services, Investment Management, Estate Planning, Financial Advice, Tax Planning, and Philanthropic Strategies. The group manages $4.1B in assets under sustainable management and has practiced sustainable investing for 39 years, with portfolios that are 77% less carbon intensive than the S&P 500.
Differentiator
Problem solved
Functional benefit
Products and services
- Stock Selection Investment approach that selects stocks based on sustainable and ethical criteria, ensuring portfolios align with environmental and social values. Available to clients of The Sustainability Group at Loring, Wolcott & Coolidge.
- Shareholder Advocacy Engages with corporations as a shareholder to encourage positive environmental and social practices, driving meaningful change from within. Available to clients of The Sustainability Group at Loring, Wolcott & Coolidge.
- Impact Investing Direct investment approach that generates measurable positive social and environmental outcomes alongside financial returns. Available to clients of The Sustainability Group at Loring, Wolcott & Coolidge.
- Family Office Services Comprehensive wealth management services for high-net-worth families, integrating sustainable investing principles across all financial needs. Delivered through Loring, Wolcott & Coolidge.
- Investment Management Professional management of investment portfolios with a focus on sustainable and impact-driven strategies. Delivered through Loring, Wolcott & Coolidge.
- Estate Planning and Settlement Guidance through estate planning and settlement processes, ensuring alignment with sustainable wealth transfer principles. Delivered through Loring, Wolcott & Coolidge.
- Financial Advice Personalized financial advisory services incorporating sustainable investment strategies and long-term wealth preservation. Delivered through Loring, Wolcott & Coolidge.
- Tax Planning and Preparation Tax planning services integrated with sustainable investing goals to optimize tax efficiency while maintaining environmental and social impact. Delivered through Loring, Wolcott & Coolidge.
- Philanthropic Strategies Development of philanthropic strategies that maximize charitable impact and align with broader sustainable investing objectives. Delivered through Loring, Wolcott & Coolidge.
Quantifiable outcome
- 77% less carbon intensive than S&P 500
- +1 more outcomes
Companies that use The Sustainability Group
Customer profileSegments1 record
Ideal customer profiles1 record
The Sustainability Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Sustainability Group partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights3 records
The Sustainability Group competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
The Sustainability Group social profiles
Digital presenceThe Sustainability Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Sustainability Group leadership team
Management profileNumber of profiles
Profiles1 record
The Sustainability Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Sustainability Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Sustainability Group
What does The Sustainability Group do?
The Sustainability Group provides customized sustainable investment portfolio management for high-net-worth individuals and families, built around three core activities: ESG-based Stock Selection, Shareholder Advocacy (corporate engagement on environmental/social issues), and direct Impact Investing. Operating as a division within Loring, Wolcott & Coolidge, the group manages $4.1B in assets under sustainable management and complements its sustainable investing platform with broader wealth management services including Family Office Services, Investment Management, Estate Planning, Financial Advice, Tax Planning, and Philanthropic Strategies.
Is The Sustainability Group a public or private company?
The Sustainability Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Sustainability Group founded?
The Sustainability Group was founded in 1987. It employs 11 to 50 people.
Where is The Sustainability Group based?
The Sustainability Group is headquartered in Boston, United States, in the North America region.
Does The Sustainability Group have an API?
No public API is recorded for The Sustainability Group.
What industry is The Sustainability Group in?
The Sustainability Group's product category is Sustainable Wealth Management. Its primary akta.pro industry code is FSAAALAB, Sustainable/Thematic Investing (Climate, Clean Tech, Water, Biodiversity), with a secondary code of FSAEAAAJ, ESG/Sustainable Investment Advisory. Its NAICS code is 523940 and its SIC code is 6282.