Who We Are

Experience + Innovation +
Market Insight

LOHAS team members are social and environmental impact investment veterans and experts in developing strategies for our clients’ ventures that satisfy investor and supporter passions and financial requirements. We excel as impact investment thought leaders, creating innovative approaches to help our clients reach a broader audience and tap into new sources of capital and support.

Principal Advisors

Partner

RICK DAVIS

Partner

JARED GONSKY

Partner

WILLIAM NIX

Careers

JOIN OUR TEAM

Partner

RICK DAVIS

Partner

WILLIAM NIX

Partner

JARED GONSKY

Careers

JOIN OUR TEAM

“LOHAS” is a market segmentation term that stands for “Lifestyles of Health and Sustainability” and refers to that portion of the population that aspires to a healthier and more socially and environmentally conscious way of life and makes investment and buying decisions accordingly.

Our Mission

LOHAS’ mission is not only to drive more capital into impact investments but also to challenge the false narrative that investments delivering real social or environmental benefits cannot yield market-rate (or greater) returns as well.

Helping Ventures Benefiting People or Planet to Reach their Full Potential

Enabling our Clients’ Passions

The United Nations Sustainable Development Goals are a guidestone for client engagement and a key framework for tracking and reporting the impact our clients generate.

The data is irrefutable that impact investing is not merely a “trend” but rather an irreversible change in perspectives that is encompassing investors of every age, gender, and nationality. LOHAS helps its clients tap into this growing investor desire to support people and planet when seeking profit.

From strategic direction to optimal messaging and positioning to deal preparation to campaign development to market building and (if needed) to fundraising, LOHAS helps guide its impact clients along their paths to success.

LOHAS works with a variety of clients on activities most relevant to them, customizing each engagement to meet their needs; but we also focus heavily on key areas and strategies that reflect our team’s expertise and more effectively enable our clients’ aspirations.

There a growing variety of parties delivering both profit and impact – from companies to funds to projects and productions – and LOHAS works with each to support their specific needs, developing customized campaign strategies and providing hands-on implementation.

Whether keynoting or moderating family office, impact investing, or social impact entertainment conferences, contributing to leading publications, or delivering or participating in webinars or podcasts or providing interviews on key industry topics, the LOHAS team helps drive public discourse on investment delivering both profit and impact.

LOHAS’ deep industry knowledge and relationships expand investment options and help build supportive partner relationships that increase the efficacy and benefits of your venture to investors.