Trillium Asset Management has been a leader in socially and environmentally responsible investing for over thirty years. A team of three portfolio managers at Trillium has responsibility for the day-to-day portfolio management of the Balanced Fund.
Matthew Patsky, CFA, joined Trillium in 2009 and has over 25 years of experience in investment research and investment management. Mr. Patsky is Trillium’s Chief Executive Officer.
