A complete list of active advisors currently associated with Social Justice Capital LLC
Warmer can help you find a great advisor at Social Justice Capital LLC or one who fits your needs even better.
Social Justice Capital LLC provides discretionary and non-discretionary portfolio management, financial planning and consulting, and public educational seminars and workshops. The firm serves individuals, high-net-worth individuals, trusts, charitable organizations and business entities and does not require a formal account minimum. Portfolios and plans are built around each client’s goals, time horizon and risk tolerance, with the option for the adviser to exercise trading discretion or to obtain prior client approval for each transaction. The firm uses methods such as fundamental and technical analysis, Modern Portfolio Theory and Monte Carlo planning, and conducts periodic account reviews and monitoring. Distinctive features include a structured seminar and workshop program for the public — an uncommon service for firms in this category — offered separately from client-specific advice. The firm was recently registered, manages roughly $1.06 million in client assets, the owner maintains outside non-investment activities (performing arts and solar-related work), it permits client-imposed socially conscious investment restrictions, and it does not vote client proxies.
To learn more about the advisors currently working at Social Justice Capital LLC, 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 |
|---|---|---|
Bethlehem, PA
| 4
|
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