Your investments can impact your future and the world.

We believe that good investments and good companies are not exclusive of one another. With our portfolios, you have access to over 400 mutual funds from companies solving the world’s biggest problems.

How does invested Interests work?






We help you open your new account and transfer your old ones.



Our team will build your perfect portfolio.



Watch your investments grow while supporting environmentally and socially responsible companies.

Be Inspired by Someone like You

Our clients, like you, are looking for experienced advisors who have access to the best environmentally sound investments. A knowledgeable team, the best mutual funds, and amazing clients are what sets us apart.

You Can Open An Account With Us For All Kinds Of Investments

Safety Net

"I want to build an emergency fund"

Individual, Joint


"I'm planning for life after work"

Traditional IRA, Roth IRA, Sep IRA 401(k) and 403(b) Rollovers

Major purchase

"I'm saving for something like a wedding or a house"

Individual, Joint


"I'm saving for a child's education"

Individual, Joint

General Investing

"I want to build my wealth over time"

Individual, Joint

Everything else

"I want to manage another account through Invested Interests"

Individual, Joint, Trust

Opinions that Matter

I highly recommend working with Invested Interests for your investments needs. They’re very knowledgeable, professional, and really helpful…

Christen Cook

I rolled over a 401k to Invested Interests about a year ago after spending months looking for an advisor that would help me invest in socially responsible investments. I am very happy I did…

Michael Anderson

Brandon and his team have been excellent to work with. The portfolio they constructed was selected well (I am in environmentally sound investments) and have performed to my expectations. I exclusively communicate with them electronically via text/calls/email/zoom and it has worked great because they respond within hours.

Timothy Lee

Our Mission

Brandon Small

CEO. Invested Interests

We started the company we wanted to invest in. Our mission is to help our clients align their investments with their values, invest in the future of young leaders historically underrepresented in the finance industry, and partner with like-minded companies to promote  a more sustainable and equitable future. 

Brandon Small

CEO. Invested Interests

Partners that share our vision

It’s never too early to invest in your future.


The Invested Interests Internship program promotes financial literacy by providing real-world career and investment experience to ambitious undergraduate students.