Renew

Wealth Management

The impact of your investments is what they create.
Not what they exclude.

The idea

Renew is wealth
management with
regenerative impact.

Sustainable investing is often limited to the harm it leaves out. That should be a starting point, not the whole of a strategy. A portfolio can be built with fiduciary rigor while also investing in farmland, forests, housing, and enterprises that measurably repair the systems they depend on.

Read the full methodology →

How we invest

Rigorous diligence.
Balanced portfolios.
Verifiable outcomes.

80/20 TARGET MIX
80%  ·  Core portfolio

Built to carry the portfolio

Broadly diversified public market exposure, screened to your values, with tax-loss harvesting and shareholder votes handled as a matter of course. This is the part that has to work in every market.

Targeting market-rate returns.

  • Public equities
  • Public debt
20%  ·  Regenerative portfolio

Built to change something

Private investments in regenerative agriculture, working forests, community lending, and affordable housing — sized so the lock-up is a deliberate choice rather than a constraint you discover later.

Portfolios can target market-rate returns or concessionary, with specific impacts in mind.

  • Private equity
  • Private debt

Read more about the construction process →

How we work

A process, not
a product.

We start by learning the wholeness of you, your family, and your legacy — not just the investments you aim to make. From there we build a Values and Investment Policy Statement together, and we work alongside the advisors already in your corner.

Learn more about how we work →

Who you'd be working with

Andrew Rodriguez

Andrew Rodriguez

Andrew Rodriguez co-founded Change Finance in 2016 and led the firm for eight years as co-chief executive and chief investment officer.

The firm's flagship fund was the first fossil-fuel-free ETF, the first ETF to conduct shareholder advocacy, and the first certified carbon-neutral ETF. Change Finance managed $130mm+ in assets and won Best ESG ETF Provider.

Along the way he came to believe that screening out the harmful isn't enough — that change is made by investment that is rigorous, outcome-focused, and verifiable. He started Renew to do that work directly, with a small number of families.

Read full bio →

Stay in the loop

Renew is being
built now.

If you'd like to hear how it comes together, leave your name and we'll be in touch directly. No newsletter, no list, no automated anything.

Getting in touch does not create an advisory or client relationship, and commits you to nothing.