New Summit Investments

New Summit Investments is a wealth management firm based in Marion, Massachusetts. Established in 2016, New Summit Investments is a joint venture of Arjuna Capital and Baldwin Brothers, two leading independent wealth management firms with a track record of partnership in impact investing. The firm develops and manages investment products across asset classes with a high bar for positive social and environmental impact while seeking competitive returns. The firm works with individuals, institutions, and partners including BSW Wealth Partners and Natural Investments. The firm invests in asset classes like private equity, debt, real assets, and public equity. Its portfolios target the same risk and return characteristics as other geographically diversified strategies while providing access to leading impact managers and investments. The assets of the firm are managed by the executive management team.