Social Impact Investments Inc. (SIII) launched in March of 2018 to be a different kind of advisory firm that
- Provides quality portfolio management and financial planning services at a reasonable price so you can do more with your money
- Invests 20% of revenue back into communities to promote entrepreneurship and education
- Consults with foundations and non-profit service providers around social impact evaluation
Advantages of Social Impact Investments:
- Finances Simplified – Link all your accounts and start planning your financial future
- Fiduciary Responsibility – fundamental responsibility to provide suitable investment advice and always act in your best interest
- Autonomy – SIII is owned by its principal investment advisor, Bryan Keller
- No Sales Incentives – never compensated for recommending specific investment products nor does SIII earn commissions on trading securities in your account
- Read more about the advantages of working with an Registered Investment Advisor (RIA)*
Specialty in long-term capital growth among other objectives:
- Growth/Speculation – accept greater risk in return for potentially higher returns over time
- Income – generate regular income through your investments
- Tax Minimization – structure investments to lessen your tax burden
- Liquidity – structure investments such that you have nearly immediate access to cash
SIII invests in the community:
- Social Impact Fund – 20% of revenue is dedicated towards a fund dedicated to supporting entrepreneurship and education
- Socially Responsible Investing – opportunity to build socially responsible portfolios based on your preferences
Founder and President: Bryan Keller
Bryan has been investing in equities since 2007 and has worked in non-profit management and education. He holds a bachelors in Mathematics and Economics and a Masters in Applied Economics. Bryan is a mid and large cap growth-oriented investor and has developed and refined proprietary models to optimize portfolio balancing and improve performance over time.
In the non-profit world, Bryan developed a methodology to evaluate the economic and social impact of various initiatives. He also created interactive tools to better understand and educate around unintended disincentives for workers in poverty caused by federal and state policies.
Bryan likes to read novels and play guitar and piano in his spare time.