15-29 Employees

5

Appleseed Capital

Overall Ranking6

Employees18 Firm TypeRIA Co-CEOJoshua Strauss LocationChicago, IL Primary CustodianPershing Advisor Solutions

Overall Ranking6

Employees18 Firm TypeRIA Co-CEOJoshua Strauss LocationChicago, IL Primary CustodianPershing Advisor Solutions

The owners of Appleseed Capital added a new distinction to their company when it became a certified B-Corporation in 2015. So-called “B-Corps” are "for-profit companies certified by the nonprofit B Lab to meet rigorous standards of social and environmental performance, accountability and transparency," according to www.Bcorporation.net.

The owners of Appleseed Capital added a new distinction to their company when it became a certified B-Corporation in 2015. So-called “B-Corps” are "for-profit companies certified by the nonprofit B Lab to meet rigorous standards of social and environmental performance, accountability and transparency," according to www.Bcorporation.net.

Appleseed's co-CEO and portfolio manager Adam Strauss adds that B-Corps use the power of business to solve social and environmental problems. Advisory firms such as his tend to have a strong focus on sustainable and responsible investing, he said.

Reflecting this philosophy, the firm encourages healthy lifestyles, such as biking and working out, and supports the local Chicago community by giving employees paid time off to do volunteer work.

Mr. Strauss describes the company culture as one of learning and growth. For example, staffers are given projects to stretch their skills, such as implementing a new software system or carrying out new marketing initiatives.

"We believe the more you can enlarge your job description, the better you can do, whether serving clients or the firm," he said.

Appleseed also fosters a trusting culture with its employees by measuring results, not time in the office. Being trustworthy, honest and open with each other translates into how the firm builds trust with clients, Mr. Strauss said.

"Increasingly, employees want to work for companies that are socially minded and integrity-focused," he said. "The B-Corp status helps distinguish us from other firms."

— Deborah Nason

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