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In stark contrast, Personal Capital is an investmentadvisor. We accept a fiduciary obligation to act in your best interest, and our advice must be aimed at making money for you, not for us. This is absolutely key with any financial advisor you talk to, whether in person or online. Is Personal Capital for Me?
For a mission-aligned investment strategy, we consider it important to include language in the IPS that explicitly permits the investment committee to consider impact investing and defines the types of impact investments that are appropriate for the portfolio.
For a mission-aligned investment strategy, we consider it important to include language in the IPS that explicitly permits the investment committee to consider impact investing and defines the types of impact investments that are appropriate for the portfolio.
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