Our Firm

Who We Are

Founded in 1990 and based in Chicago, IL Appleseed Capital is an independent wealth and investment management firm that focuses on outstanding research and disciplined impact investing strategies.  Appleseed Capital strategies employ a go-anywhere value approach that integrates environmental, social and corporate governance (ESG) criteria to identify high quality investments which are also undervalued.  Our primary goal has always been the preservation of capital, balanced against generating attractive rates of return over the long-term.  We focus as much time and energy seeking to avoid downside risk as we do seeking to generate positive returns.

How to Invest – Institutions and Advisors

Appleseed Capital has experience managing portfolios for numerous investors including: Families, Endowments, Foundations, and Non-Profits.

We work with Institutional Investors looking to integrate their values with their investment portfolios and providing assistance with the development of investment policy statements.

We partner with Financial Advisors and our mutual fund is widely available on most major platforms.  We are here to help you manage your relationships with clients and prospects providing marketing assistance and impact investing expertise.

Appleseed Capital Highlights

Founded in 1990


PM’s with average of 13 years experience