General Info

Founded in 1982, Trillium Asset Management Corporation is an independent investment management firm that offers equity, balanced and fixed-income portfolios designed to meet specific financial and social objectives. Trillium Asset Management Corporation manages investment portfolios for individuals, family trusts, foundations, endowments, Employee Retirement Income Security Act funds and charitable accounts. The firm also offers referrals to professionals who specialize in several areas, such as estate and trust services, tax accounting, banking and planned gift administration. Trillium Asset Management Corporation works with clients professional advisors that include accountants, planners and attorneys to coordinate investment gains with other taxable events.