Blue Elm Advisors combines expertise from academia, finance, software development, and environmental science. This synthesis of knowledge from different specializations allows us to provide a one-of-a-kind experience for our clients.
Our vision is to bridge the gap from individual investors to local non-profit projects while helping you reach your financial goals. This philanthropic philosophy contrasts the traditional style of investing in Environmental, Social, and Governance (ESG) Funds. We believe our unique, community-based approach can provide a more impactful, and concentrated solution compared to traditional ESG Funds. Our firm will take the time to connect our investors to local projects where they will see the effect of their donations in their local community.
We plan to approach this by helping the people who care the most about our community to make their money work for them. Through increasing the net worth of our members, we will allow for additional donations to community projects that matter the most. We will enable members to review a select group of projects, optimize their donation strategy, and contribute a portion of our fees to your nonprofit of choice.
While it is a top priority of our team to aid projects throughout our community it is of utmost importance that we first provide top tier asset management and financial planning services on an individual level. Our ability to make an impact on local projects hinges on the capacity of our firm to successfully grow our clients’ portfolios. As fee-only fiduciaries we are legally and morally bound to provide you with the best financial advice for you and your families. Our team has decades of experience across equity and real estate markets. We will work closely with you to create a unique risk profile that will allow you to meet your financial goals. In addition to this we hope to create meaningful relationships and educate our clientele to improve their financial wellbeing.
