Brochures / Book / Films

SMART UMA Brochure
(Asset Management)

Learn more about our Sustainable, Tax Aware,
Climate-Focused Unified Managed Accounts

ESG / Impact Investing Solutions
for Financial Professionals Brochure

Learn more about our Sustainable, Impact, and ESG
Investing Solutions for Financial Professionals.

Beyond Success
Redefining the Meaning of Prosperity

Learn more about and download the first chapter of Jeff’s book,
Beyond Success; Redefining the Meaning of Prosperity.


Jeff Gitterman is also an Associate Producer of the feature documentary film PLANETARY, in partnership with VIMEO, Reconsider Films, and Planetary Collective.


A complimentary viewing of Planetary Collective’s first short film, Overview, can be seen here: