Frequently Asked Questions

What is Invested Interests?

We are experienced investment advisors and web developers that believe social investing is an important movement. Our generation is looking for opportunities to create positive change through commerce. Everyday choices, when informed, can become powerful votes for social and economic improvement.

We are not trying to be a perfect organization, but we are trying to grow a business that has a significant social component. We’re offering something different, something people need and we're having a good time doing it.

Is Invested Interests an Investment Advisor?

Yes, we are independent Registered Investment Advisors. We are fully licensed to offer financial advice. A few of us are also CPAs (Certified Public Accountants) and CFPs (Certified Financial Planners).

What financial services do you offer?

As Registered Investment Advisors we can offer many types of investments to our clients. We also work with large custodians like TD Ameritrade™, Fidelity™ and Charles Schwab™. If you work with us, you will hold your money at one of these large institutions and we will work with you to invest it appropriately.

Do you only offer socially responsible investments?

No. Many of our clients are not investing in socially responsible investments. We feel that socially responsible investing is an extra service that we offer, not the only service.

How long have you been doing this?

Many of our advisors have extensive experience in financial services and socially responsible investing. On average, our advisors have 7-8 years of investment advisory experience.

Why should I work with you?

We are growing a business with a strong social component. Not only is our service a sustainable product, but structurally, we are committed to returning 10% of our Net Profits to our communities.

It is our belief that when someone is given the choice to work with an organization like Invested Interests™, and they know they will receive the investment options and services they need, they will be excited to work with us. We want people to do well for themselves by doing good.

How will we communicate?

We are located in San Francisco, CA. However, most of our clients are located outside of California. We are fully capable of conducting all of our services via the web, email, Microsoft NetMeeting, telephone and other. Poor communication has never been a problem at Invested Interests - in fact, communication is one of our biggest strengths.

What is socially responsible investing and does it make a difference?

We hope that our site can help you answer this question. Please look around at the tools, research and news we offer and contact us with questions.


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