Appleseed Capital, an investment and financial advisory firm that provides investment and wealth management services to individuals, family offices, foundations and institutions, has been named by InvestmentNews as one of the Best Places to Work for Financial Advisors 2018.
To be considered for the award, investment advisors nationwide completed detailed questionnaires focused on workplace policies and practices. Employees at the firms submitted anonymous surveys designed to measure workplace satisfaction.
Appleseed Capital emphasized its status as the only Illinois-based investment advisor designated as a Certified B Corporation, meaning that it meets rigorous standards for social and environmental performance, public transparency and legal accountability. The independent, employee-owned, fee-only firm also described its practice of awarding paid time off for volunteer work and community service, and its comprehensive compensation and benefits package.
"Being included in this list is especially meaningful since we try to make a positive difference in the world—not only by our focus on impact investing, but by how we interact with our employees, our clients, the community and others," said Adam Strauss, Appleseed Capital co-CEO.
The firm incorporates a value investment approach and environmental, social and governance (ESG) criteria into its decision-making. It manages a mutual fund (Appleseed Fund: APPLX), a private fund and other strategies for its wealth management and institutional clients.
InvestmentNews, a leading news source for the financial advisory community, announced the recognition program in late 2017 to identify and recognize firms that empower employees to provide clients with the best possible investment and financial planning advice. It describes the resulting list as the first of its kind focused on financial advisories and "a guide to help distinguish which firms around the nation are providing the culture and compensation that talented employees are seeking."
The InvestmentNews Best Places to work for Financial Advisors 2018 list appears in the March 26 issue of the weekly newspaper.
About Appleseed Capital
Based in Chicago, Appleseed Capital is a research-oriented boutique wealth management firm that provides customized portfolio management services and personal financial planning advice. Its portfolio managers are value investors who seek to generate market-beating returns by making prudent, disciplined and sustainable investments in a range of asset classes from markets around the world. The firm acts as a fiduciary with its wealth management clients and institutional investors and is committed to managing investment portfolios and conducting its business operations with the highest level of integrity. To learn more, visit appleseedcapital.com.
About InvestmentNews and the Selection Process
InvestmentNews considered registered investment advisors and broker-dealers. Advisors were invited to complete an application, and a third-party agency delivered surveys to firms' employees and tabulated confidential ratings. The survey for employees was optional, and firms had to have a sufficient number of employee responses to be considered. Appleseed Capital is not affiliated with InvestmentNews and has not made any payment for participation in this survey. The results are not indicative of future performance and rankings of this kind are only one of many factors relevant in determining whether to retain an investment adviser. The results may not be representative of any one client's experience. Please contact InvestmentNews for further information about the methodology of the survey.
About B Corp Certification
B Corporation is a certification that requires the completion of an impact assessment and receiving a score of at least 80 out of 200 points. Firms must also complete a legal requirement specific to their corporate structure and state of incorporation and sign the B Corp Declaration of Independents and Term Sheet. B Lap is a nonprofit organization that coordinates the B Corp certification. Appleseed Capital is not affiliated with B Lab. The firm pays a small annual membership fee to support the B Lab organization and its efforts to create a global movement of people using business as a force for good™. The certification is not indicative of future performance and is only one of many factors relevant in determining whether to retain an investment adviser. The certification may not be representative of any one client's experience. Please contact the B Lab for further information about the B Corps.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-470-1029.
The Appleseed Fund is distributed by Unified Financial Securities, LLC.
View source version on businesswire.com: https://www.businesswire.com/news/home/20180327005376/en/
© 2024 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
Trade confidently with insights and alerts from analyst ratings, free reports and breaking news that affects the stocks you care about.
