Financial Services - Frisco, TX, US
Providing investors with equity market proxies while investing consistently with established leaders in values based investing. Partner with foundations/religious denominations and socially responsible organizations to gather capital and deploy it in a manner to advance their organization's mission. The benefit to the organization is the additional capital to put to work influencing their policy area of interest more dramatically. Additionally, all or a percentage of net profits will be given back to the governing body through a charitable contribution. Through this vehicle the organization will be able to connect in a more meaningful way to potential future charitable contributors (as their wealth and life stage allows) while proactively engaging the business community to advance their cause.
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