Are You a Financial Advisor?Show your clients you care not just about their money, but also about their values. We work with hundreds of financial professionals helping their clients meet philanthropic goals through investment. A New Way of Thinking, A New Way of InvestingOur Community Investment Note has inspired a new class of investing that straddles philanthropy and profit, providing a convenient way for investors to earn a “triple bottom line” return: financial, social, and environmental. The Note is available for terms of one to 10 years at rates up to 3 percent, and is easy to purchase. “Community investing can help take client relationships to the next level – making the relationship about more than statements and performance.” - Andy Loving, Financial Advisor Giving Financial Advisors a Competitive EdgeThe Community Investment Note helps advisors differentiate themselves by providing a new way to engage with clients. Many of the advisors we work with have told us that bringing this unique offering to the table has given them a competitive edge–and in many cases, the chance for a deeper connection with their clients. Clients often introduce their financial advisors to Calvert Foundation. However, we are increasingly finding that advisors are coming to us initially, to help them identify solutions that meet their clients’ desire to do more good with their investment dollars, and to satisfy risk and regulatory requirements at the same time. Call us at 800.248.0337 to speak with our team about the opportunities we provide to advisors and their clients. |
News & Press Releases
- 07.27.10 - Cape Cod Times
Investing in Better Lives, Starting at $20 - 06.22.10 - Huffington Post
International Financier Invests in Jobs - 05.05.10 - Wall Street Journal
Citi Plans Small-Business Fund for Low-Income Areas - 05.05.10 - The Washington Post
Citigroup teams up with Bethesda group to boost small business lending - 05.05.10 - Business Week
Citigroup Plans $200 Million for Small Business Lending - 05.05.10 - The Jewish Week
Moral Bottom Line Luring Young Investors - April/May - Ode Magazine
Profit with a purpose
Events
- A New Era in Affordable Housing: Investing for Impact in Sustainable Communities (August 18, Philadelphia, PA)
- Finance Alliance for Sustainable Trade Financial Fair (September 2-3, San Pedro Sula, Honduras)
- REO & Vacant Properties Strategies for Neighborhood Stabilization (September 1-2, Washington, DC)
- Fair Trade Futures Conference (September 10-12, Boston, MA)
- RCRI National Conference (September 14-17, Anaheim, CA)
- 2010 ANDE Annual Conference (September 29-October 1, Glen Cove, NY)
Calvert Social Investment Foundation, a 501(c)(3) nonprofit, offers the Community Investment Note, which is subject to certain risks, is not a mutual fund, is not FDIC or SIPC insured, and should not be confused with any Calvert Group-sponsored investment product. This website is neither an offer to sell nor a solicitation of an offer to buy these securities; the offering is made only by the prospectus, which should be read before investing.