WHAT MAKES US DIFFERENT
SOCIALLY RESPONSIBLE AND IMPACT INVESTMENTS
As one of the premier socially responsible investment firms in the Nation we work to connect your values and investments.
FEE-ONLY ADVISOR
As a fee-only planning firm, we do not sell anything on commission. We believe that this leads to more constructive conversations about your values and allows our clients to ask more questions since they aren't worried about being sold items just to generate a profit. Transparency is one of our most important values, and you’ll see this reflected throughout our work.
ACCREDITED INVESTMENT FIDUCIARY
2003-CURRENT
In 2003, Greg obtained the Accredited Investment Fiduciary® (AIF®), designation. Evan obtained this designation in 2016. A fiduciary must be able to demonstrate that portfolio assets are being prudently managed and that sound investment practices are being followed to a legal standard. This includes a comprehensive overview of fiduciary standards of care, asset allocation, preparation of investment policy statements, manager search and due diligence, performance measurement, and other related subjects. Being an AIF makes Greg and Evan part of a small minority of advisors.
Benefit Corporation
In 2013 Money With A Mission became the first Benefit Corporation in South Carolina after legislation was passed allowing them in the state. Our partners at Natural Investments are a certified founding B Corporation and have often been ranked as "Best for the planet" during the certification process. We believe that being a Benefit Corporation allows us to walk the walk when it comes to integrating our values and business practices. Whether it involves decisions around purchases in the office, charitable contributions from the company, or being involved in the non-profit community we believe that being a Benefit Corporation is an important part of our identity.
Ready To Get Started?
Break up with your big bank
Great for people who want to get started in the socially responsible investment world.
Do It yourself (DIY)
Resources for those who want to pick investments themselves
You enjoy looking over spreadsheets and picking your own investments.
You'd rather come up with an investment strategy on your own but want some additional resources.
Check our resources below:
Work with a financial planner and align your values and financial life.
We are a fee-only fiduciary firm that only does impact and socially responsible investing.
Resources:
Greg Garvan, Evan Quirk-Garvan and Kirbie Crowe are Investment Advisory Representatives of Natural Investments, LLC, which is an independent Registered Investment Advisor firm. Mention of specific securities should not be considered an offer to buy or sell that security. For information on the suitability of any investment for your portfolio please contact your investment adviser. Money with a Mission is not a registered entity and is not an affiliate or subsidiary of Natural Investments, LLC . Copyright 2020