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Social Impact Investments Inc.

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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 goals mission: -creation and funding of a social impact fund focused on entrepreneurship and education -opportunity for socially-responsible investing -financial eucation

Headquarters:
16007 Cleveleys Trail, Huntersville, North Carolina, United States, 28078
Industry:
Financial Services
Founded:
2018
Employees:
1
Annual Revenue:
-

Type: Private
Ticker: -
United States 1
Portfolio ManagementGrowth InvestingFinancial PlanningImpact Investing

Frequently asked questions about Social Impact Investments Inc.

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Where is Social Impact Investments Inc. located?

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Social Impact Investments Inc.'s headquarters is located at 16007 Cleveleys Trail, Huntersville, North Carolina, United States, 28078

What is Social Impact Investments Inc.'s official website?

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Social Impact Investments Inc.'s official website is socialimpactinvestments.com

How many employees does Social Impact Investments Inc. have?

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Social Impact Investments Inc. has 1 employee

What industry does Social Impact Investments Inc. belong to?

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Social Impact Investments Inc. is in the industry of: Financial Services

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Social Impact Investments Inc. Linkedin page

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