
The PDI Group
Imagine going to bed at night knowing your finances are in good hands with someone who has your best interests in mind, AND that your investments are supporting you and your family as well as the causes that you care about most.
Whether you want to:
· get clear on how to fund your goals and enjoy a comfortable retirement
· optimize the financial aspects of complex stock compensation options
· invest in innovative companies and funds that align with your values
· address climate change through your portfolio
· optimize your philanthropy, gifts, wealth transfers, and charitable giving.
· feel like a person, not a number
· (or all of the above)
...we've got you covered.
At Purpose Driven Investment Group, we help you think about and plan for your current financial goals, as well as the legacy of your wealth including how your assets can benefit future generations, charities, and institutions.
Who We Serve
Our clients are individuals and families with wealth, who want to positively impact the world. We don't have one "type" of client. We are open to chatting with anyone who fits the description above, and enjoys working with our well defined process. That said, here are some common themes in our client base.
- Bay Area parents who are tech and biotech executives or employees.
- Inheritors who want to direct their inheritance toward positive change.
- Multi-generational families with legacy wealth.
- People who hold concentrated positions of a stock, pre and/or post-IPO.
What it's like to work with us
Getting to Know You
Before the first dollar is invested, we listen to you. We want to know about your goals, your passions, your attitudes toward money and possible past financial scars, your hopes for your legacy, and the people and causes you hold dear.
Setting Up For Success
After this period of conversation, and deep listening on our part, our team drafts a plan that is tailored to achieve your specific goals, while taking care of the people and causes you love. After you review the plan and give us feedback, we will open up any accounts needed and assist you in transferring funds into those accounts. We know this is a paperwork heavy process, and we take a hands-on approach to help you each step of the way. Our team will then design and invest your accounts so that your investment portfolio aligns with both your financial goals and your values.
Continuous Communication
Once that initial setup process is complete, you'll hear from us monthly by email, and quarterly by phone. You are always welcome to call us. Hearing from our clients is one of the best parts of our work!
Behind the scenes, the team stays on top of market and financial changes, and how they might impact you. One of us will reach out to you as needed as well as at least annually (usually more often) to support you and to help ensure your personalized wealth plan is adjusted for any changes in your personal situation, market conditions and tax law changes.
Though the work behind the scenes is complex and detailed, meetings with you are held in normal language, without financial jargon. We enjoy answering your questions.
And the best part- in addition to understanding your financial needs, we get to know YOU. Your family, your work, your passion projects. Our team loves hearing about your parents, your kids (or fur babies), your volunteer work, or your latest vacation. We want to know you, and how you want to impact your family, your community, and our world.
Results
The result is - like our name suggests - purpose driven investments, with you, and your values, at the center of all we do.
Let's get started
Now that you've learned more about us, we'd love to get to know you better and see how we could support your purpose. Click below to contact any one of us and we'll set up a time to connect!
Meet Our Team
Specialist Resources
Insights

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January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
5 facts for investors to consider
January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Debt ceiling drama: What you need to know
January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
Philanthropy trends today: 3 ways to supercharge your impact
January 19, 2023Giving strategies we’re seeing around the world might inspire you.Read Now
10 actions to help you take charge of your personal finances
January 18, 2023There’s a lot you might do, right now, to help set yourself up for a good 2023.Read Now
Why semiconductors could be the comeback kings of 2023
January 18, 2023Semiconductors power everything from smartphones to electric vehicles. We think the sector’s battered stocks look primed for recovery.Read Now
New year, new perspective (on your financial future)
January 17, 2023The new year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now
Inflation cools but is growth next?
January 12, 2023The full impact of Fed tightening has yet to be felt, and a pause isn’t likely to negate the slowdown ahead.Read Now
When it comes to investing, look ahead instead of in the rearview mirror
January 8, 2023Yin and yang. Salt and pepper. Hall and Oates. Markets and the economy?Read Now