Three generations of my family have watched the fog roll over this city, and in that time I've learned that good investing is a lot like good fog: quiet, patient, and easy to underestimate. These are the funds I keep circling back to between gallery openings and glasses of Napa cabernet, the ones that let you sleep at night while your money does the heavy lifting. A couple are proud San Francisco natives themselves, which never hurts. Diversify your evenings, diversify your portfolio, worth it, trust me.
Another local name, and one that proves you don't have to choose between principles and performance. Think of it as diversification with a moral compass. Worth it, trust me.
ESG Large-Cap Core Equity
Parnassus Investments (San Francisco)
Clients who want their conscience and their capital aligned
The blue-chip backbone of nearly every client conversation I have. Simple, cheap, and it has quietly out-argued most stock pickers over time. Worth it, trust me.
A growth fund with a long memory and a manager who isn't afraid to hold a contrarian view. It's the gallery piece everyone eventually agrees was a good buy. Worth it, trust me.
Several managers, one mandate, and decades of history behind it. It's a committee that actually gets things done, rare in any field. Worth it, trust me.
Large-Cap Growth
Capital Group / American Funds
Investors who like multiple managers sharing the wheel
TheLysts
