|Financial Advisor recommendations for Reserve Funds||<– Date –> <– Thread –>|
|From: Susan HEDGPETH (hedgpethberkeley.edu)|
|Date: Sat, 1 Feb 2020 20:53:49 -0800 (PST)|
Hi wonderful Cohousers! We are looking for a new investment advisor to advise on our Reserve fund investments. If you are happy with the person/group you're using, and they meet the criteria below, we'd love to know who they are and how we could contact them. Thank you in advance for your help! 1. *Fee structure*: we're hoping to have *an advisor we can pay by the hour* (we'd rather not pay a % of assets for our ~$500K portfolio, and we're leery of commission-based fees due to our low turnover of investments). Also, it would be ideal if they are a *financial fiduciary* and will only recommend investments that are in our best interests. 2. *Investments*: we're mostly invested in CDs, but we're concerned that these are not keeping up with inflation, so we'd like an advisor who can help us balance returns with our risk tolerance and timeline. And we'd like to work with someone who understands *socially responsible / ESG investing* because we'd like to place our dollars in investments that do good for the world (or at least do limited harm). 3. *Location*: They do *not* have to be local, as it's likely that a phone call or video conference once or twice a year would suffice. Thanks again! In community, Pleasant Hill Cohousing Finance Team Pleasant Hill, CA (east of San Francisco) http://phch.org
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