Social Goals

​Investments helping create new opportunities and a better life for people in communities everywhere.

Environmental Goals

Investments promoting a cleaner, healthier, more sustainable world.

Promoting Investor Values:

Areas of Expertise


Fair Labor Policies

​Investments promoting fair treatment of workers, fair wages and benefits, access to collective bargaining, and good corporate governance.

Working with institutions developing new fund structures, strategies and investment policies that:

  • Deliver competitive financial performance

  • Promote investor values including fair labor policies and environmental, social, and governance (ESG) goals

  • Ensure compliance with ERISA and other regulatory requirements

  • Protect investor interests through sound fund governance frameworks and effective fiduciary oversight

Designing investment vehicles for both defined benefit and defined contribution plans

Retirement Investment Choices

Aligned with Investor values

Governance Goals

​Investments that are managed exclusively in the interest of investors and consistently with their values.

Sustainable Retirement Investment Solutions(TM)

Washington Circle Advisors consults on investment strategies designed to help people build secure retirements through investments that reflect their values.