Why Choose
Invested Interests?

Independent, objective investment and social research

Independence
Invested Interests™ is not part of a larger organization and we do not receive compensation from any investment company.

Objective research
We maintain research on all mutual funds (not just socially responsible funds) and will find the one that best matches your needs. We don't sell investment products that carry our name so you can count on getting independent research to help you make informed investing decisions.

Access to investments
Invested Interests has access through our custodial partner, TD Ameritrade™, to over 13,000 mutual funds and exchange traded funds (ETFs). In addition, we can purchase public securities (e.g. stocks and bonds) for our clients. Invested Interests also has access to successful fund managers that are not available to the public.

All mutual fund families offered.

Asset allocation
We believe strongly in creating an efficient asset allocation. Efficient asset allocation uses the historical data of asset classes to build a portfolio that provides you with the highest amount of return for a given level of risk (defined as standard deviation or volatility). We strive to keep your costs low, volatility low and return high.

Using social data correctly
Social investing can also increase your return and lower your volatility, when done correctly. With years of experience, we have leared how to combine social screens and investment objectives. We will show you how.

Socially responsible mutual funds offered.

If you have any questions, please contact us at 1.800.613.7875 or via our online contact form.

Call 1.800.613.7875
Registered Investment Advisors
Available 9:00am to 6:00pm PST

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Office Addresses and Fax