Increase your impact with the power of investing

Invest for Good provides effective, low-cost investment management for charitable causes and organizations.

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!