Impact investing is an opportunity to align your money with your core beliefs and how you view the world.

In our fast-paced, information-loaded society, we recognize that you likely don’t have the time and energy to dedicate towards researching and evaluating the ever-growing, ever-changing spectrum of socially and environmentally responsible investment options.

Our experience enables us to curate personalized impact portfolios that span the public, private, and nonprofit sectors. We translate and monitor the complex investment metrics, so you can focus on what is most important to you.

Approach

How You Invest

How You Give

How We Help

Traditional
  • Focus on financial returns
  • Complete separation between investing and charitable
  • Tax benefits of charitable giving are very important
  • Expect charities to be fiscally responsible
  • May monitor charities through rating services
  • Create separate investment and charitable giving plans
  • Strive to maximize investment results
  • Coordinate investments and charitable funding
Responsible
  • Focus on financial returns, but concerned about supporting companies or industries you deem harmful
  • Some separation between investing and charitable
  • Driven by a cause or mission
  • Target contributions to a specific need
  • Tax benefits of charitable giving are important
  • May exclude client-specified industries from investment portfolios
  • Coordinate investments and charitable funding
  • Interface with charities to find specific ways to target or leverage charitable support
Sustainable
  • Focus on impact alongside financial returns
  • Blurs lines between investing and charitable
  • Coordination between the investing and charitable giving takes on added importance
  • Appreciate the need for charities to invest within their organizations to make them stronger
  • Incorporate impact investments to traditional portfolio
  • Assist with charitable giving and philanthropic planning
  • Collaborate with you and charities to facilitate funding initiatives towards specific campaigns and programs
Impact First
  • Focus on impact
  • Expects some financial trade-off
  • Seek to align with growing enterprises leading and engaging in environmental and social good
  • Historically practiced only in foundations or segments of very high net worth individuals
  • Impact is the most important aspect to monitor
  • Strive to maximize investment results to fund the causes you support

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Disclaimer: Any investment strategy involves risk, including the possible loss of principal invested. Moreover, you should not assume that any discussion or information provided here serves as the receipt of, or as a substitute for, personalized investment advice from an investment professional. No part of Silicon Hills’ online content is intended to serve as a recommendation or testimonial for any investment product, service, or strategy. Additionally, the information posted is not to be construed as solicitation to offer or sell any security. To the extent that you have any questions regarding the applicability of any specific issue discussed to your individual situation, you are encouraged to consult the professional advisor of your choosing.