SAUSALITO/BURLINGTON – June 15, 2020 – Guru—a bi-coastal creative agency that catalyzes the purpose-driven organizations sparking transformation for the greater good—is proud to announce its appointment as agency partner for Montcalm.
Montcalm is an innovative and inspiring wealth management and capital markets firm that is revolutionizing the smart use of money to heal. They offer a suite of products focused on building finance infrastructure to empower vitality for people, communities, companies and the planet. Montcalm TCR was founded in 2012 by Holly Ruxin, to offer holistic private wealth management emphasizing authentic relationships and sophisticated investing. Montcalm Capital creates opportunities for everyday investors while meeting financing needs for companies solving critical global challenges, including clean energy, water, women, food, and health. Trevor TCR, Montcalm’s non-profit partner, enables economic empowerment by awarding philanthropic grants that support community growth and vitality.
“We are a financial services firm that provides smart portfolio management for sensible people. It has taken us a long time to find a marketing firm that understands the way our deep financial expertise connects to making the world a better place,” said Founder Holly Ruxin. “We are excited to work with Guru because they ‘get’ us and they share our vision for global well-being.”
Guru prides itself in working with other Certified B Corporation companies like Montcalm. By joining forces Guru will assist Montcalm in strengthening their legacy through smart strategy, creative marketing solutions and innovation campaigns.