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Corporate Social Responsibility


Jantz Morgan aspires to be a good corporate citizen and to express the values of the individuals who comprise the firm. Below are some guidelines we use to direct our energies.

Clients
Jantz Morgan will respect its client's values and treat them fairly and equitably. Our goal is to provide them with outstanding performance in a portfolio which is consistent with their values.

Service Providers
Jantz Morgan will deal with its service providers in a fair and equitable manner.

Employees
Jantz Morgan will foster the professional and personal growth of its employees while respecting their individuality and diversity.

Community
Jantz Morgan seeks to foster public transportation and alternative transportation modes, particularly bicycle within the greater Boston community.

Environment
Each spring Jantz Morgan works with the Sloan Alumni Club of Boston to organize its Annual Boston Harbor Island Cleanup Day.

Jantz Morgan sponsored a discussion on climate change in February of 2009 (read more).

Education
Jantz Morgan supports education in its community, particularly in the areas of art, science, and System Dynamics.

Business Ethics
Jantz Morgan will operate its business in an ethical manner, with transparency and fairness.

Philanthropy
Jantz Morgan will direct its philanthropic dollars toward those areas outlined above.



Jantz Morgan sponsors Harbor Island Cleanup Day 2010

Jantz Morgan completes CSR Initiative

Jantz Morgan rolls out new ESG Portfolio

Download a hard copy of our prospectus or the most recent performance updates.

Copies of our performance fact sheets are now available by request.

Other news.

·System Dynamics
·Climate Change
·FINRA
·SEC
·Foliofn

 

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