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 individuals, including high‑net‑worth clients, and prepares a documented Investment Policy Statement for each relationship. The firm reports managing about $4.67 million in discretionary assets across eight client accounts. Investment advice primarily emphasizes equities while also using fixed income, ETFs, Treasury‑inflation‑protected securities and non‑U.S. securities, with a long‑term trading horizon informed by both fundamental and quantitative analysis. Portfolios are tailored to clients’ goals and risk tolerance, reviewed at least quarterly, and the adviser may operate under discretionary authority when authorized. Noteworthy features include a very small, concentrated client base and explicit policies that allow client‑imposed investment restrictions for values or beliefs (while reserving the right to end the relationship if such restrictions prevent proper service). The firm names Interactive Brokers as its recommended custodian, does not participate in wrap programs or accept soft‑dollar benefits, and does not aggregate trades across multiple client accounts.

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.

Name	Location	Years of experience
Bryan Keller	Huntersville, NC	8

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