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We serve both institutions and individuals.

Investment Advisory Services Offered:

• Socially Responsible Investing advisory services:
• Social Investing policy management, creation.
• Screening: Excluding certain securities from portfolios based on social and/or environmental criteria.
• Managing Shareholder Activism efforts designed to positively influence corporate behavior.
• Community Development Investing. Creating investments with high and positive social impact.
• Positive investing activities targeting underserved communities.
• Individually Managed Accounts.
• Retirement Planning.
• Investment Education.
• Business Advisory Services.

Publications

Minority Bank Monitor. Comprehensive data on women and minority-owned financial institutions. By Group: Asian, African-American, Hispanic, Native American, Women. Financial Information: Assets, Net Income, Total Loans, Real Estate Loans, C&I Loans, Return on Assets. Maps showing institution location. Total population in county. Minority population in county. County Income per capita. Number of banks and thrifts in county.

Institution-level data for each bank and thrift. Management Information: President, Cashier, Operations Officer, Community Reinvestment Act data: CRA Rating, CRA Rating Date and other data. In all, over 300 pages. Report on all Women and Minority owned banks, savings banks & thrifts in the United States.

$ 995.00

Minority Financial Institutions. Brokerage firms, banks, thrifts, community development financial institutions, money management firms, venture capital firms, insurance companies, mutual fund companies, and mortgage banking firms owned by minorities and women.

Comprehensive data by Group: Asian, African-American, Hispanic, Native American, Women.

Institution-level data. Management Information - President, Cashier, Operations Officer and other data.

$ 2,500.00

Minority Business Financing. Strategies for financing a woman or minority business.

$1,250.00.