Asset Allocation

Asset Allocation

Asset allocation is a way for an investment advisor to help a client find a balance between how much risk they are willing to take and their investment goals. Most of the time, an asset allocation strategy involves spreading investments across different types of assets and rebalancing them from time to time to make sure investment goals are met.

Sustainable Development Goals (SDGs)

Adopted by all of the United Nations member states in 2015, the Sustainable Development Goals are a shared blueprint for ending poverty and tacklin...

Environmental, Social, and Governance (ESG) Investing

ESG investing is a form of sustainable investing that considers environmental, social and governance factors to judge an investment’s financial ret...

Microfinance

Microfinance is a type of financial service that helps entrepreneurs with low incomes, whose needs are often not well met by traditional commercial...

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Impact Capital Partners’ website is a website operated by Impact Capital Partners, a privately held California limited liability company. Impact Capital Partners provides Placement Agent services. Other services, such as securities-related transactions, are offered separately by William ’Sandy’ Goodman in his capacity as a registered representative of Finalis Securities LLC Member of FINRA/SIPC.

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