Montcalm TCR
Overview
Montcalm TCR is a San Francisco-based wealth management and capital markets trading firm specializing in sustainable investing. The firm offers a range of services, including asset preservation and growth, alternative investment strategies, retirement and estate planning, philanthropic capital opportunities, business and real estate advisory, and money coaching. Their investment philosophy emphasizes values-based investing, aiming to create positive feedback loops in both micro and macroeconomic systems, as well as in clients' lives. Montcalm TCR is a Certified B Corporation, reflecting its commitment to social and environmental performance. The firm is led by CEO and Founder Holly Ruxin, who established Montcalm TCR in 2012 after 15 years in influential roles on Wall Street's largest firms. Under her leadership, the firm has expanded its offerings to include financial education, business and tax advisory, retirement planning, and philanthropic investing. Montcalm TCR's approach is rooted in transparency, community, and financial stewardship, focusing on understanding clients' unique goals, values, and needs to drive investment decisions that promote future growth and well-being. The firm's impact reports highlight that 78% of its assets under management are impact investments, with 96% of these investments going beyond avoiding harm to build solutions to environmental, social, and economic challenges.
Investment Focus
- Alignment with firm's values-based investment philosophy
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Montcalm TCR
What sectors does Montcalm TCR invest in?
Montcalm TCR invests in Financial Services, Technology, Healthcare, Consumer Goods, Real Estate and Telecommunications, and is based in San Francisco, California, United States. Montcalm TCR is listed as a private investment firm in the ConnectSafely investor database.
What stage does Montcalm TCR invest at?
Montcalm TCR backs companies at Seed, Early Stage, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does Montcalm TCR invest in?
Montcalm TCR invests across United States.
Who are the partners at Montcalm TCR?
Team members listed for Montcalm TCR include Holly Ziegel Ruxin (Founder and CEO).
What companies has Montcalm TCR invested in?
Montcalm TCR's portfolio includes Brookfield Renewable Partners, Sunrun, Tesla, Beyond Meat, Lemonade, Rivian, NIO and Impossible Foods.
How do I contact Montcalm TCR?
Montcalm TCR's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
