Community Impact Investing in 2020 and Beyond
Join principals from Community Capital Management, Inc. (CCMInvests.com) David Sand and Michelle De La Cruz as we discuss:
2020 Impact Investing initiatives; Economic Equality; Racial Justice and Sustainable Investing.
What is community impact investing?
What is CCM’s specialty in the impact investing world?
What is the Community Reinvestment Act?
How has COVID-19 affected CRA and your core qualified investment fund strategy?
What is “place based” impact investing?
What are “proxy voting” guidelines?
What is your “Minority Cares” Initiative?
Jason Howell Company is an independent, family wealth management firm run by two owners who consider it their family business. Jason J. Howell, CFP®, CSRIC® and Douglas W. Tees, MBA, CFP® are both married to patient wives and are dedicated to their kids.
The firm owners believe that serving families through a process that supports family harmony, preserves family history and nurtures family values is the key to true wealth. It begins with a sustainable Investment Strategy and by equipping clients with three (3) tools for creating sustainable wealth. They call this process Family Governance. It goes beyond traditional financial planning by adding the "values management" and family history component. The firm stands for empowering communities, one family at a time.
For more information about our strategies, just book an introductory call: Introductory Call