Prentiss Smith & Co. Inc.
Prentiss Smith & Company, Inc. is a family-owned investment management firm headquartered in Brattleboro, Vermont. Founded in 1982, the firm specializes in sustainable ESG (Environmental, Social, and Governance) investments, serving both individuals and institutions. Prentiss Smith is known for its rigorous responsible-investing approach, with particular emphasis on risk management, client communication, and shareholder advocacy. The firm has fewer than 25 employees and manages portfolios tailored to client needs.
Investment Strategy
Prentiss Smith & Company employs a sustainable, socially responsible investment approach, utilizing strict ESG (Environmental, Social, and Governance) criteria to screen and select investments. The firm constructs tailored portfolios, managing risk for each client while aiming to actively avoid companies with poor corporate practices. Their process involves ongoing engagement with invested companies, including shareholder voting, with a philosophy focused on positive long-term societal and financial outcomes.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | ALPHABET INC | 5.82% | $10.3M | 42,309 | $49.59 | $243.55 | +$1.9M |
M MSFT | MICROSOFT CORP | 5.61% | $9.9M | 19,190 | $339.91 | $517.95 | -$34.1K |
C CSCO | CISCO SYS INC | 5.42% | $9.6M | 140,401 | $38.29 | $68.42 | -$250.3K |
G GRC | GORMAN RUPP CO | 4.47% | $7.9M | 170,715 | $28.83 | $46.41 | +$1.7M |
J JNJ | JOHNSON & JOHNSON | 4.43% | $7.8M | 42,301 | $91.68 | $185.42 | +$1.4M |