Essex Investment Management

Essex Investment Management is an independent, employee-owned institutional investment firm that incorporates environmental sustainability and social factors into our portfolio management process. We believe the environmental, social and governance (ESG) factors of a company can determine investment differentiation and opportunities as well as uncover risks. We believe that innovative solutions will solve the world’s critical challenges. Essex is also a SEC* registered investment adviser that manages growth equity portfolios for institutional clients (including corporations, endowments, foundations, municipalities and public funds), high net worth clients, mutual funds (on a sub-advisory basis) and private partnerships. The firm is based in Boston, Massachusetts and also have an office in Evanston, Illinois. Since its founding by Joe McNay in 1976, they have remained firmly committed to a consistent investment philosophy. Despite changing market conditions, they remain focused on adding value to our clients’ investment portfolios through growth stock investing, a strong commitment to compliance and client service. Our ultimate mission is to provide our clients with long-term investment returns consistently above their respective benchmarks along with service that surpasses their expectations.