Advantages of Social Impact Investments:
- Finances Simplified – Link all your accounts and start planning your financial future
- Fiduciary Responsibility – We have a 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 – We are never compensated for recommending specific investment products nor do we 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 gives back to the community:
- Social Impact Fund – 20% of revenue is dedicated towards a fund dedicated to supporting entrepreneurship and education
- Socially Responsible Investing – we build socially responsible portfolios based on client preferences
- Financial Education – use various channels to provide educational material catered towards new investors
*SIII has no affiliation with Charles Schwab & Co, Inc. The linked material is intended for educational purposes only.
