Why Choose Invested Interests

1. Your values are important
You have unique values. Invested Interests can help you align your investments with your principles. more >>


2. Independent and objective research
Invested Interests is not part of a larger organization and we do not receive compensation from any investment company. more >>

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.
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We believe strongly in creating an efficient asset allocation. We strive to keep your costs low, volatility low and return high. more >>


3. Investing for the long term
Simplify your path to financial success with a wide range of practical solutions, impartial guidance and service that's personal and flexible ... all at a great value. more >>

401k Rollover? - we can help. We can start or transfer any retirement account, including IRA, ROTH, SEP, SIMPLE, and 401k accounts.
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4. Powerful tools
All clients have access to powerful online trading tools, provided to you through our partnership with TD Ameritrade. more >>

In addition, our clients have full online access to our social investing tools. Access to our award winning Mutual Fund Social Screen Tool™ means you'll never own a fund that conflicts with your values. more >>

Invested Interests uses a powerful statistical approach, called Monte Carlo simulation, to project the potential growth of your investments. more >>


5. Compare our services and pricing to the competition
We are the #1 online investment advisor specializing in socially responsible investing. We provide our clients with the best tools and service in the industry. more >>


6. Straightforward pricing
We do not charge commissions nor do we have a minimum investment requirement. Our fee is flat and based upon the value of assets invested. That's our straightforward pricing. Clear and simple. more >>


7. Flexible support, outstanding service
Online. On the phone. In person. No matter where you are or what level of support you need, you can get it at Invested Interests. more >>


8. Your security is our priority
We go to great lengths to safeguard your information from the minute you open your account. more >>


9. Our privacy policy
Privacy is important to us; therefore, we will not sell, rent, or give your name or address to anyone. more >>


Becoming an investor is easy and takes about 10 minutes. Click below to begin our secure online application or call 1.800.613.7875 to speak with an investment advisor.

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