Expert analysis and commentary on the idea that you can invest both for profit and for a positive societal impact—using your portfolio for the greater good.
For Qualified Opportunity Zones to be successful, most believed that incentives would be needed to unlock more investment capital in distressed areas.
If you harness the power of the capital markets and embrace a common mission, you can invest both for profit and for a positive societal impact.
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.
June 9, 2016 – Wealth management firm announces Impact Portfolios which align investment strategies with client’s personal values. Brighton Jones, a unique wealth management firm