Portola Creek is now officially a B-Corp pending corporation

B-Corp status is only obtained by companies that are committed to using their business as a force for good, and which Inc. calls “the highest standard for socially responsible businesses.”

Portola Creek is now officially a B-Corp pending corporation

We are dedicated to building a business that will sustain its purpose-driven mission. We have taken the first step of incorporating stakeholder’s rights into our legal DNA. Additionally, by completing the B Impact Assessment, we now have the tools needed to measure, compare and improve our impact over time. Over the next twelve months Portola Creek Capital has the opportunity (and the exciting challenge) to work towards being a fully Certified B Corporation.

A California-Registered Investment Advisor.
It’s about understanding, right? We are dedicated to our clients financial needs. Our services include financial planning, investment management, tax planning, wealth transfer, small business consulting and decision analysis.

Visit the Portola Creek website at www.portolacreek.com to learn more about the firm’s impact investment management practices and see if your investment portfolio is aligned with issues that matter the most to you.

Additional information about Portola Creek Capital is also available on the SEC’s website at www.adviserinfo.sec.gov. The searchable IARD/CRD number for Portola Creek Capital is 288119.

Media and press inquiries? Contact Melanie Graham, Director of Marketing @ Portola Creek: melanie@portolacreek.com