For Prospective Clients

Candide Group brings impact investing to values-aligned individuals, families, corporate partners and foundations.   

NFL player-turned-investor Derrick Morgan and Candide Group’s Morgan Simon talk impact investing and growing your legacy. Watch their conversation here.

  • We can lead the process of transitioning portfolios into 100% impact alignment across asset classes or focus on our speciality: private equity and debt allocations. 

  • We direct investments on behalf of entities that have a broad range of risk/return mandates, and typically seek to advise private assets between $5M and $500M per client. View our Client Relationship Summary here.

  • We can build customized impact portfolios that pursue purely risk-adjusted commercial returns, are focused on capital preservation and/or that have much greater risk appetite. 

  • With over 100 investments supported to date, we review over 500 potential deals a year for clients across direct debt, debt funds, direct equity, equity funds and funds of funds.