Social Impact Investments Inc.
Financial Services - Huntersville, North Carolina, United States
Social Impact Investments Inc. Employees
Social Impact Investments Inc. Details
Social Impact Investments Inc. provides ongoing portfolio management and financial planning services primarily to individuals with long-term capital appreciation goals. Services Include:-Client portal with account aggregation and reports on account performance, transaction and holdings.-Financial planning tools including interactive calculators for retirement planning, debt management, educational expense planning and tax optimization.-Customized investment portfolio creation and management based on client's time horizon, risk tolerance and financial goalsMission:-Creation and funding of a social impact fund focused on entrepreneurship and education-Opportunity for socially-responsible investing-Financial Eucation
Social Impact Investments Inc. Technologies
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