ValuesAdvisor is an online searchable database to help you find a values aligned investment advisor that meets your needs. The platform offers a simple and dynamic interface that allows investors to filter advisor information on data points such as minimum account size, amount of values-aligned AUM, service offerings, asset classes, diversity, and other key information. The resource, created by a non-profit, is offered at no cost to SV2 partners. Lisa Renstrom, ValuesAdvisor co-founder and fellow impact investor, will provide an overview and demo of the platform.  

Wednesday, October 6 from 12:00pm to 1pm