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WHAT MATTERS

why invested interests?

we do things differently

We started this company because we believe our values should be reflected in everything we do, including our investments. That’s why we work with you to build a personalized portfolio that matches both your financial goals and your values. By offering radical transparency, low costs, and unrivaled customization, we make it possible for you to do good AND do well.

PEACE

Promote peace, invest in conflict resolution, and avoid armed conflicts. Think avoiding regions of conflict and gun manufacturers.
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ENVIRONMENT

Go green by investing in environmental and sustainability efforts. Think alternative energy, companies investing in climate change, and avoiding fossil fuels.
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EQUALITY & DIVERSITY

Support gender and racial diversity. Invest in companies that embrace diversity initiatives, have women on corporate boards, and support the #MeToo movement.
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HUMAN RIGHTS

Investing in companies promoting human rights and equality globally. Think Sudan Darfur and avoiding sweatshops.
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Impact Investing: It’s not just the right thing to do.
It’s the smart thing to do.

We believe good investments and good companies are not exclusive of one another. They go hand-in-hand.
Research shows that social responsibility funds have done better in the last 20 years than traditional investment funds.


Note: The MSCI KLD Social Index is the socially responsible screened version of the S&P 500.

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PRICING DETAILS

$0

minimum investment

0.75%

annual fee
for qualified accounts

$0

advisor trading fee

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