Traditional Nonprofit Investing
According to the 2017 Study on Nonprofit Investing (SONI) nonprofits experience high fees and underperformance relative to market benchmarks when investing. They are frequently charged high fees by for-profit firms. Most of the charitable sector does not take advantage of investing to generate more revenue for charitable activities.
Nonprofits with growth portfolios typically underperform market benchmarks by 1–3%.
There is no centralized source of nonprofit investment advice.
Nonprofits with portfolios under $5 million were charged 0.86–1.12% in annual management fees.
For-profit firms maximize revenue instead of client returns.
Invest for Good
IWe have the mission of generating millions of dollars for charitable causes by providing effective, low-cost investing solutions for the charitable sector.
We choose low-fee funds to match market benchmarks, or use advanced strategies to achieve higher risk-adjusted returns.
We provide investing advice and asset management with a digital solution accessible by any number of charities or donors.
We aim to minimize and eliminate fees, charging much less than financial advisors.
We are by nonprofits, for nonprofits. We have 501(c)(3) status through the Social Good Fund.
Let us know if you’d like to start working with us!