A complete list of active advisors currently associated with Social Impact Investments Inc.

Warmer can help you find a great advisor at Social Impact Investments Inc. or one who fits your needs even better.

Social Impact Investments Inc. provides ongoing portfolio management to individual and high‑net‑worth clients, preparing a written Investment Policy Statement for each account and offering both discretionary and non‑discretionary management. Services include portfolio construction, asset allocation, security selection, and regular monitoring, and the firm states it does not participate in wrap fee programs. The firm primarily recommends equities and uses a combination of fundamental and quantitative analysis to implement a long‑term trading approach, often employing model allocations alongside client‑specific recommendations. Clients may impose investment restrictions based on values or beliefs, and accounts are reviewed at least quarterly with custodian‑provided reports. Compared with many peers, the brochure highlights a notably small client roster and modest assets under management (eight clients and about $4.25 million in discretionary AUM), which shapes its operational practices. The firm also discloses several operational distinctions: it recommends Interactive Brokers as custodian, does not receive soft‑dollar benefits, does not aggregate trades across clients, and permits client‑directed brokerage — features that can influence trade execution, research access, and reporting.

To learn more about the advisors currently working at Social Impact Investments Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.