Our Mission: "To protect and grow capital with disciplined, research -driven investing - serving the unique goals of every client, from families to foundations."
Geetu Sharma, Founder and Chief Investment Officer
Flagship StrategY
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The ImpactAlpha Portfolio
A concentrated, research-driven US large-cap equity strategy built around companies demonstrating leadership in sustainability and long-term value creation. Designed to deliver competitive financial returns while investing in businesses shaping a more resilient future.
Available as a standalone mandate or as the core equity allocation within a broader client portfolio.
Strategy Highlights
- US Equities - Long only , large cap
- 7+ years track record
- Sustainably integrated
- Customization - Separately managed accounts
Latest Media Appearances
Bloomberg
TD Ameritrade Network
Bloomberg
Geetu Sharma joins Bloomberg to markets, interest rates and investing
Reuters
TD Ameritrade Network
Bloomberg
Geetu Sharma joins Reuters to discuss the U.S. markets and the strength of the "Taylor Swift economy."
TD Ameritrade Network
TD Ameritrade Network
TD Ameritrade Network
Geetu Sharma joins TD Ameritrade to discuss jobs reports and sectors outlook.
CBS News
Yahoo Finance
TD Ameritrade Network
Geetu Sharma joins CBS News to discuss market moves and impact of upcoming inflation data and interest rates by the Fed.
Yahoo Finance
Yahoo Finance
Yahoo Finance
Geetu Sharma joins Yahoo Finance to discuss the Fed’s monetary policy report, a soft-landing scenario, inflation, and the expectations for the next FOMC meeting.
Cheddar TV
Yahoo Finance
Yahoo Finance
Geetu Sharma shares her latest thoughts on future interest rate hikes, how long this rally will last, and her current investment strategy.