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The Humphreys Group Becomes a Certified B Corporation

The Humphreys Group becomes a B Corp

Wealth management firm continues its commitment to building a more inclusive and sustainable economy

SAN FRANCISCO, CALIFORNIA, UNITED STATES, October 15, 2020 / -- The Humphreys Group, a women-owned and -operated wealth management firm in San Francisco, has officially become a Certified B Corporation, joining a global movement of for-profit companies dedicated to using business as a force for good.

“At The Humphreys Group, we are constantly emphasizing the importance of clients’ living their values. By becoming a B Corp, we are doing the same thing,” said Diane Bourdo, CFP, President of The Humphreys Group. “Our clients’ trust is important to us, and by becoming a B Corp, they can know with certainty that we’re not just talking the talk — we’re walking the walk.”

Certified B Corporations are businesses that meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose. B Corp businesses work toward reduced inequality, lower levels of poverty, a healthier environment, stronger communities, and the creation of high-quality jobs with dignity and purpose.

To date, there are over 3,500 Certified B Corporations in 150 industries and 74 countries, such as well-known brands Patagonia, Ben & Jerry’s, Athleta, and Seventh Generation. Over 100,000 companies manage their impact with the B Impact Assessment and the SDG Action Manager.

“At The Humphreys Group, we feel strongly that financial metrics should not be the only thing considered when gauging success, and that a business should be run for the benefit of all the stakeholders — the clients, employees, communities, and the environment,” Bourdo said. “We’re excited to be part of this powerful community that also shares these values.”

Becoming a certified B Corporation is a rigorous process. B Lab, the governing body of B Corp certification, reviews all business functions — ranging from the merits of the product offering, employee benefits and broader HR policies, and financial management to the company’s involvement in the community, corporate governance, and environmental impact.

About The Humphreys Group
The Humphreys Group is a women-owned and -operated wealth management firm in San Francisco. They provide comprehensive financial planning and investment management, with a focus on the unique needs, aspirations, and strengths of women. They believe that wealth management is best delivered with equal doses of expertise (the technical number crunching), and empathy (emotional intelligence) — always being guided by what matters most to their clients.

About B Corporations
Certified B Corporations are for-profit companies that use the power of business to build a more inclusive and sustainable economy. They meet the highest verified standards of social and environmental performance, transparency, and accountability. To date, there are more than 3,500 B Corps in 150 industries and 74 countries around the world.

About B Lab
B Lab is a nonprofit that serves a global movement of people using business as a force for good. Their initiatives include B Corp Certification, administration of the B Impact Management programs, and advocacy for governance structures like the benefit corporation. B Lab’s vision is of an inclusive and sustainable economy that creates a shared prosperity for all.

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Beyond AUM

Amanda Hyland
Beyond AUM
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