Interested in bolder action with your personal investing?
Are you interested in a space to dialogue with others about how to align more of your investing with your values?
Do you feel like the "Social Responsible" Mutual Funds don't go far enough? Are you eager to divest and reinvest, but don't know exactly how?
I'm informally gathering a few folks over the next few months... I'll be sharing some of my journey, pointing to some folks who have guided me, and some of the other networks and resources that I've found most helpful. Simply fill out this form and we'll be in touch. Thanks, Felipe --->
What City, State do you live in?
Alternative Investments you've made OR are interested in (check all that apply)
Self Directed IRA -- with alternative investments
Venture Capital (VC) with an explicity racial equity or other mission focus
RSF Social Finance
SRI / ESG Funds
Slow Money loans
Equity Crowd Funding
Community Investment Notes (i.e. Calvert, WACIF, Boston Impact Initiative)
Credit Union / CDFI / Intentionally keep your money at a local community bank
What are you interested in from a small network like this?
Low cost financial advisor that makes really strong socially responsible options available
Investing for Energy/Climate >> A Just Transition to a more sustainable future
I'm early in this journey: I'm looking for ways to make it easier for me to do good with my savings
Sharing info about local, direct investment opportunities
Shared, mutual financial advising & learning
People to build trust & relationships with and maybe eventually invest together
Sharing info about different banks (i.e. quality online services, mortgage refi, community impact)
Discussions about risk, asset allocation, liquidity, diversifying & trade-offs with kinds of returns
Curated list that helps me go right to the best of ethical personal finance stuff on the web
Due diligence with a group of others also interested and with similar values
Sharing resources to deepen awareness of what's out there on these topics
Amount you might consider investing (along these lines)
maybe $500 to $1,000
probably $1,000 to $2,000
I could see myself doing $2,000 to $5,000
I could probably loan/invest some bigger amounts in the $5,000 to $10,000 range
I really want to make this kind of stuff real in my portfolio: $10,000 to $50,000
I've got some of my portfolio aligned, but still have $50,000 to $150,000 I want to move
I have $150,00 to $500,000 that I want to shift to more impact
I have $500,000 to $1,000,000 that I want to shift to more impact
I'm an accredited investor and interested in more transformative impact
Areas of interest
My plan is to share some of the most helpful resources I've come across, and invite you to join me in wrestling honestly with the hard questions of inequality, climate, gentrification, racial wealth gap, local, economic development, cooperatives, our money in the stock market, our economic/banking/financial/money system and more.
What's most of interest to you?
What challenge (or question) do you have right now as you think about taking the next right step for where you're at in your investing?
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