SV2 is excited to partner with ValuesAdvisor, an online searchable database to help you find a values aligned investment advisor that meets your needs. The platform offers a simple and dynamic interface that allows investors to filter advisor information on data points such as minimum account size, amount of values-aligned AUM, service offerings, asset classes, diversity, and other key information. Each advisor’s profile also includes answers to qualitative questions designed to gauge their commitment to specified values. The resource, created by a non-profit, is offered at no cost to SV2 Partners. If you are serious about values aligned investing or may be so in the future, choosing the right advisor is generally understood to accelerate your impact, while improving your risk adjusted performance. In this session, Lisa Renstrom, ValuesAdvisor co-founder and fellow impact investor, will provide an overview and demo of the platform. We will also reserve a Partner only time at the end for updates and to answer any impact/values aligned investing related questions you may have.
RSVP