THE PROBLEM
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.
PERFORMANCE
Nonprofits with growth portfolios typically underperform market benchmarks by 1–3%.
ACCESSIBILITY
There is no centralized source of nonprofit investment advice.
FEES
Nonprofits with portfolios under $5 million were charged 0.86–1.12% in annual management fees.
QUALITY
For-profit firms maximize revenue instead of client returns.
THE SOLUTION
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.
PERFORMANCE
We choose low-fee funds to match market benchmarks, or use advanced strategies to achieve higher risk-adjusted returns.
ACCESSIBILITY
We provide investing advice and asset management with a digital solution accessible by any number of charities or donors.
FEES
We aim to minimize and eliminate fees, charging much less than financial advisors.
QUALITY
We are by nonprofits, for nonprofits. We have 501(c)(3) status through the Social Good Fund.
Get Started
Let us know if you’d like to start working with us!