Benjamin Valore-Caplan spent 10 years teaching and developing nonprofit educational programs for inner-city youths. Today he is the managing partner of Syntrinsic Investment Counsel in Denver, an RIA firm with $600 million assets under management. Valore-Caplan's original job experiences in the inner city helping those in need may seem far removed from his current big-money advisory practice, but he says, "It actually informs the work we do and how we think about issues."
This focus can be seen in the firm's mission statement, which explains Syntrinsic's goal of providing "independent investment advice and strategic guidance to select foundations and endowments, faith-based institutions and philanthropic families." The vast majority of its 29 clients are not-for-profits and high-net-worth families with a philanthropic focus. As a part of it's mission, the firm aims to teach clients best practices in fiduciary responsibility and socially responsible.
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