Invested in a Vibrant World

Activism & Public Service

Invested In
A Vibrant World

Westfuller has an unwavering commitment to investing in a vibrant world for all people and our planet.

As fellow global citizens, we stand at the heart of our communities and movements, ready to start conversations and ignite real progress.

We are a Black-majority, woman and LGBTQ-owned investment advisory firm with civic leadership serving as a hallmark of our firm.

We lead by example when it comes to making advancements where we feel they are needed most—in diversity, equity, inclusion, racial, economic and climate justice. Our founders and principals—Lola C. West and Ian Fuller—actively volunteer on several leading social justice foundation and non-profit boards, predominantly serving in the capacity as board chair, treasurers and/or finance and investment committee chairs.

Our personal passions and values in the areas of racial, gender, economic and environmental justice point to the many organizations we partner with and support. We are honored to lend our expertise to many change-making organizations to advance their diverse set of missions.

Westfuller has an unwavering commitment to investing in a vibrant world for all people and our planet.

As fellow global citizens, we stand at the heart of our communities and movements, ready to start conversations and ignite real progress.

We are a Black-majority, woman and LGBTQ-owned investment advisory firm with civic leadership serving as a hallmark of our firm.

We lead by example when it comes to making advancements where we feel they are needed most—in diversity, equity, inclusion, racial, economic and climate justice. Our founders and principals—Lola C. West and Ian Fuller—actively volunteer on several leading social justice foundation and non-profit boards, predominantly serving in the capacity as board chair, treasurers and/or finance and investment committee chairs.

Our personal passions and values in the areas of racial, gender, economic and environmental justice point to the many organizations we partner with and support. We are honored to lend our expertise to many change-making organizations to advance their diverse set of missions.

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Sustainable, Responsible, Impact Investing

Our Future Demands a Healthier Planet

We believe in fostering a healthy planet that will safely and comfortably house generations to come. In addition to aligning ourselves with organizations whose missions center around sustainability, we are guided by the United Nations “17 Sustainable Development Goals,” a global call for action recognizing that strategies to address environmental concerns such as

climate change and preservation of our oceans and forests must be addressed in the greater context of inequalities across the socio-economic spectrum. It is one of our guides for maintaining a practice of sustainable, responsible, impact investing.

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Environmental

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DEI

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Governance/
Shareholder Activism

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Social/Racial Justice

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UN PRI

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Economic Justice

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Our Diversity of Perspectives and Representation Enriches Us

Our firm reflects a 21st century, multiracial and gender diverse group of professionals. Our diverse perspectives and varied backgrounds serve as a platform for unique insights that strengthen our work, provide a sense of urgency and commitment to values-driven investing and aid our decision-making and how we connect.

We strive to build and nurture a culture where inclusiveness is a reflex, not an initiative. Where there is a deep sense of pride, passion and belonging that transcends any role, business unit, language or country, and is unified in our shared commitment to excellence and social responsibility.

We aim to create an inclusive culture that empowers everyone to connect, belong and grow. A culture that inspires us to try new things, speak openly and be bold. We celebrate multiple approaches and points of view. We know through experience that different ideas, perspectives and backgrounds create a stronger and more creative work environment that delivers better results.

We consistently aim to maintain a team with diverse professional, educational, and personal backgrounds. We embrace differences in age, color, ethnicity, family or marital status, gender, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics so that our employees shine.

21st Century

We are a multiracial and gender diverse team that celebrates multiple approaches and points of view. We believe that different ideas, perspectives and backgrounds deliver the best results.

Inclusive

Our culture aims to empower everyone to connect, belong and grow. It inspires us to try new things, speak openly and be bold.

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Our Commitment to an Ethical Practice

Integrity, responsibility and accountability are not only at the core of our practice, they dictate who we align with in our industry.

Westfuller adopted a Code of Ethics for all members of the firm describing its high standard of business conduct, and fiduciary responsibility to its clients. All employees must acknowledge the terms of the Code of Ethics annually, or as amended.

The Code of Ethics is Guided by These Provisions
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Confidentiality of Client Information

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Prohibition on Insider Trading

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Prohibition Against Disseminating Rumors or Other False Information

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Meets B Lab’s verified standards of social and environmental impact

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Personal Securities Trading Procedures

We are also active members of several nonprofit organizations whose focus on responsible investing, and diversity and equity within the investing community both influences and informs our business practices.