Impact Blog

Impact Report - Mutual Funds for Socially Responsible Investors

New Firm = New Opportunities. Fidelity’s brokerage platform rivals major competitor when it comes to ImpactInvestors. After many hours of research this past quarter, we’ve determined that Fidelity’s brokerage platform for professional advisors, National Financial Services (NFS), stacks up well against one of its major competitors when it comes to the availability of Socially Responsible Investment (SRI) funds that they offer with No Transaction Fee (NTF)… sorry for the acronyms! Keeping in mind that each of these clearing firms works with numerous Broker Dealers, each of which may have their own set of NTF funds available to them, here are the steps we took to come to our conclusion: First,

White Papers
Racial Justice in SRI Whitepaper.PNG
Featured Posts
Recent Posts

Impact Investors, Inc. is a Registered Investment Advisory firm (CRD #289028) specializing in Sustainable, Responsible, Impact (SRI) investing. We provide individuals, families and organizations with a team-based, comprehensive financial planning and investment advisory service, by integrating our client's impact objectives with their financial goals into an overall wealth management strategy. Please review our Disclosures or Contact Us with questions. Copyright © 2020 Impact Investors. All rights reserved.