Illuminated Funds Group

Illuminated is a business advisory firm catering to clients that value a double bottom line approach. Illuminated can craft strategies, implement policies, and source investments that, in turn, combine and achieve the right blend of client-identified social and financial return targets. Illuminated also invests for its own account. To be considered, these companies must pass rigorous investment criteria, including: ▪ Acting as a steward of the community. ▪ Accepting the responsibility to partner with other stakeholders to grow societal infrastructure. ▪ Understanding that business is not a zero-sum game; there is plenty of opportunity for all. ▪ Creating both financial and social returns. ▪ Priority to women-owned and led businesses. The core philosophy of Illuminated is that the community has a seat at the table. We know there is abundant opportunity for smart entrepreneurs, and the best managers will be rewarded. After a portfolio candidate’s management has identified new or expanding markets, the managers must have the courage to collaborate with all stakeholders early and often. This concept of a free exchange of ideas in a plentiful market will yield additional opportunity, perspective, and resources, thus creating additional returns. Illuminated has found that this type of relationship investing achieves superior long-term results, for both clients and the common good.