Tony Tursich

Chief Investment Officer, Portfolio Manager



Tony Tursich

Portfolio 21 Fund

Tony Tursich co-founded Pearl Wealth LLC and serves as Chief Investment Officer. He is also the lead portfolio manager for Pearl Impact Capital portfolios. 

Tony has managed investment portfolios for individuals and institutions for more than 20 years. He helped develop and launch the Portfolio 21 Global Equity Fund in 1999 and managed it through July 2018 for Trillium Asset Management and Portfolio 21 Investments.

Tony has also managed other investment strategies with an emphasis on Environmental, Social and Governance (ESG) factors over the course of his career. 

Sustainability has always been a core component of his work. Tony realized its value and relevance early in his career through meeting with and learning from leading environmental scientists and non-profits. He strongly believes that responsible practices are key to long term success and that recognition and analysis of ESG risks and opportunities are necessary to comprehend the true potential and downside risks of an investment.

Tony is an Investment Advisory Board Member for Multnomah County and is a member of the CFA Society of Portland. He is also an adjunct professor at Portland State University. In his free time he enjoys spending time with his wife and two children, playing tennis, skiing and traveling back to his home town of Bozeman, MT.





* Net Assets include for all classes



Source - www.franklintempleton.ca

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