Invested Interests was founded 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. Now you have an investment company in Minneapolis ready to serve you in a socially responsible way.
Needing a solution, Brandon created his own portfolio management company specializing in socially responsible investments, where no minimum is required, to encourage everyone to start investing. There weren’t investment companies in Minneapolis focused on impact investing, now there are.
During this crisis, the Janjaweed began slaughtering, raping, and torturing Darfuri men, women, and children in Western Sudan. To take a stand against these atrocities, the Sudan Divestment Task Force led universities, endowments, and other institutional investors to divest from companies supporting the regime.
Invested Interests worked with the Sudan Divestment Task Force to make their divestment list available through online tools and portfolios that helped individual investors avoid the targeted corporations. Divesting in specific companies, like Schlumberger and PetroChina, has had a significant impact in the region. And while human rights in Sudan remains a pressing issue, progress has been made since 2008.
We strive to create positive financial impact in their day to day lives. As of today, Invested Interests has grown into a close-knit team of well-rounded individuals who share a passion for the company’s vision.
Brandon has previously managed successful investment funds and has been a trusted advisor to numerous family office clients. He has also pioneered investor access to the Sudan Darfur divestment campaign. Brandon’s experience and interests brought him to realize that investors looking for socially responsible investments want to use technology, but do not want to be left alone in navigating their investment decisions.
Brandon is the father of four children and lives on one of the many lakes in Minneapolis. He bikes to work, loves what he does, and strives to do a little better every day.
Brandon Small
Founder and CPA, CFA, CFP
We are constantly striving to be the preferred choice for investment companies in Minneapolis and across the nation. We love working with investors right here in our backyard. We can and do work with clients all over the nation who impact the world at large. If you’re in Minneapolis, we’d love to take the opportunity to safely meet with you in person. Our portfolios cover a wide range of topics that are important to Minneapolis investors. You can check them on our socially responsible investment portfolios page or contact us directly.