an intense community spirit; the feeling of great social equality, solidarity, and togetherness.

Investment Management Services

Communitas offers investment management services to individuals, businesses and non-profit organizations of all means and sizes. We partner with the country’s most well-regarded portfolio managers who specialize in socially responsible investing (SRI). This service enables clients to have their portfolios professionally managed by experienced managers with a long track-record of competitive returns, shareholder advocacy and community investing.

Socially Responsible Investing

Investors are increasingly recognizing that their investments do not adequately reflect their values. People want a financial return, but they also want a social return. People want their money and investments to not only improve their own lives, but also their communities and the world.

Communitas is the trusted advisor for investors who want to incorporate their values into their investments. We help clients screen for companies whose mission, products, community relationships, worker and environmental relationships are aimed at the long-term survival of the planet.

SRI’s history is long and dates to biblical times. Its modern roots are in the anti-war and anti-Apartheid movements of the 1970s. Divestment from companies doing business in South Africa, for example, was a way show disapproval of a company’s actions and to encourage change through a direct economic impact on the South African economy.

Account Minimums

Our managed socially responsible portfolios require no minimum investment. The larger the portfolio, however, the more selective investors can be with her or his social criteria and investment objectives.

We offer non-profit organizations, unions and cooperatives a reduced investment management fee.

SRI portfolios may include mutual funds, exchange-traded funds (ETFs), individual stocks, and individual bonds, depending on the account size.

Contact Us
Communitas Financial Planning
870 Market St., Ste. 754
San Francisco, CA 94102
415-337-4566 phone
866-882-7817 toll-free
877-586-6277 fax

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