fbpx

Invest in What Matters

Invested Interests

At Invested Interests, our experienced team will help you invest in companies that stand to grow based on important environmental and social issues

You’ll have access to over 400 mutual funds with companies solving the world’s biggest problems

Planet

Be Inspired By Someone Like You

Invested Interests

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

How does invested interests work?

1

2

3

1

31b

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

2

glasses1

Our team will build your perfect portfolio.

3

chair121

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

(social index)

KLD400​

S&P 500​​

12/31/15

$10,000

$10,000

4/30/20

$14,530

$14,249

% return

45.30%

42.49%

Impact Investing is not only the right thing to do, it's the smart thing to do.

Learn more about how impact investing will get you better return

(social index)

KLD400​

S&P 500​​

12/31/15

$10,000

$10,000

4/30/20

$14,530

$14,249

% return

45.30%

42.49%

Impact Investing is not only the right thing to do, it's the smart thing to do.

Learn more about how impact investing will get you better return

Opinions that Matter

Invested Interests
  • 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

Partners that share our vision

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

Invested Interests

Safety Net

"I want to build an emergency fund"

Individual, Joint

retirement

"I am planning for life after work"

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

Major purchase

"I am saving for something like a wedding or a house"

Individual, Joint

Education

"I am saving for a child's education"

Individual, Joint

General Investing

"I just want to build my wealth over time"

Individual, Joint

Everything else

"I want to manage another account through Invested Interests"

Individual, Joint, Trust

Pricing

Invested Interests

$0

Minimum Investment

0.75%​

Annual Fee for Qualified Accounts​

$0

Adviser Trading

In Human terms

If you invest $60,000, Invested
Interests will cost
you $2.47, per day.

That's less than a fancy coffee.

Who we are

Invested Interests

Brandon Small

CEO. Invested Interests

We started the company we wanted to invest in. Invested Interests was found in 2008 when successful fund manager Brandon Small realized investors looking for environmentally sound investments had to choose between online only solutions and expensive Wall Street firms.

Brandon Small

CEO. Invested Interests

TOP