Till Investors

Till Investors

Financial Services

Frederick, Maryland 306 followers

Helping advisors connect with a new generation of investors.

About us

Our Book Available Now! Sustainable Investing: An “ESG” Starter Kit Authored by Ben Vivari and Kylelane Purcell Available on Amazon and Barnes & Noble https://tillinvestors.com/book Sustainable investing. Green investing. ESG Investing. Whatever you call it, investing your values is the future of financial advice. And it creates a powerful opportunity for financial advisors to build meaningful, long-term client relationships with an enthusiastic audience that needs their help. Till is empowering advisors to build those relationships with live, in-person, or virtual ESG conversations.

Website
http://www.tillinvestors.com
Industry
Financial Services
Company size
2-10 employees
Headquarters
Frederick, Maryland
Type
Privately Held
Founded
2021

Locations

Employees at Till Investors

Updates

  • View organization page for Till Investors, graphic

    306 followers

    Janine Firpo gets it right.

    View profile for Janine Firpo, graphic

    Co-Founder, Invest for Better & Author, Activate Your Money

    Ever wonder why women don't get more credit as investment pros? Despite consistently outshining men in investments by 0.4% - 1%, society tends to overlook our financial savvy, while men take center stage as investment experts. But it's time to change that narrative, isn't it? Here's why women are actually crushing it in the investment game: We Buy and Sell Stock Less Frequently: By resisting the urge to constantly shuffle our investments, we're adopting a more strategic, long-term approach. We Seek Out and Take Investing Advice: Women aren't afraid to ask for help or collaborate, ensuring we make informed decisions rather than relying solely on gut instinct. We Focus on Portfolio Balance: Balancing risk and reward is our forte. Unlike some men who might lean heavily into stocks, we prioritize a diverse portfolio for stability. We Keep Emotion Out of Investing: While market volatility can trigger knee-jerk reactions, we maintain a calm, rational demeanor, sticking to our original plan through thick and thin. We're Curious and Strategic: With an insatiable thirst for knowledge, we're constantly learning about investment strategies, positioning ourselves for success. And here's the kicker: women aren't just in it for personal gain. We're driven by a desire to do good with our money, aligning our investments with our values. Ready to join the ranks of confident women investors? Grab our free Getting Started Guide and take control of your financial future: https://lnkd.in/gyvUgriU #womeninvesting #valuesalignedinvesting #impactinvesting #investing101

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  • View organization page for Till Investors, graphic

    306 followers

    I know this might shock you, but…companies lie. If you hate lying as much as we do, why invest in it? In this month’s Till Investor blog post https://lnkd.in/e4n7rDgD, we talk about 3 important ways that sustainable investing embraces the merits of a slow and steady approach, and how ESG thinking helps investors fight back against corporate spin.

    Sustainable Investing Drives Change by Embracing Slow and Steady

    Sustainable Investing Drives Change by Embracing Slow and Steady

    https://tillinvestors.com

  • View organization page for Till Investors, graphic

    306 followers

    From the Till Investors newsletter: “As we updated our Fund Manager Profiles 2.0…we started adding Fighting Style information to the profiles. The important thing to note about the fund-specific Fighting Styles is that funds don’t neatly fall into one style or another. They may have policies that apply to more than one style, or all three. We believe that providing this kind of Fighting Style insight lays a proper foundation for finding options that are suitable to you.” Image by- Cyber boxing

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  • View organization page for Till Investors, graphic

    306 followers

    We have a definite point of view about how to get started as a sustainable investor. Pursuing high-risk or illiquid investments seems like a tough starting point, so we advocate for diverse mutual funds from known providers that have a legitimate track record. These funds aren’t necessarily the most impactful, but they are a relatively safe place to test the waters.

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  • View organization page for Till Investors, graphic

    306 followers

    One of the ways we try to meet the needs of potential sustainable investors is keeping up with the growing and constantly changing set of investing options available.In May, for example, we’ll be speaking at the Accelerate 2050 conference, and attending a virtual crowdfunding seminar, SuperCrowd 24. Both conferences are filled with some of the most up-to-speedpeople in the investing and advising communities. I’ll be looking for you 😊 Resources listed below https://lnkd.in/emyWMntN https://lnkd.in/enYtF4cM

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  • View organization page for Till Investors, graphic

    306 followers

    Ages ago, I had a conversation with a sustainable investing pro who said, "sustainable investing is, simply, investing. We should talk about it that way." At the time, I thought he was way ahead of the curve. But as it turns out, the best retort to the "woke investing" nonsense is to point out that there is no data about a company that isn't relevant to an investor in that company. That is to say - sustainable investing is simply investing.

    View profile for Lisa Woll, graphic

    Consultant and Advisor (formerly CEO at US SIF: The Forum for Sustainable Investment)

    Wonderful and timely opinion piece by Trillium Asset Management CEO Matt Patsky on the value of ESG information to investors. "In a resource-constrained world, the understanding of the need for, and value of, sustainable business practices has become mainstream. Building profitable companies, and investment portfolios that seek long-term shareholder value, requires ongoing analysis of all major financial risks and opportunities." "Investors must have access to reliable ESG data and the freedom to use all available information in their investment process to maximize returns and minimize risks. To ignore ESG factors would be to ignore our fiduciary duty to clients." https://lnkd.in/guyZiK3D Ceres, Inc. Freedom To Invest Randy Rice Randi Mail Steven M. Rothstein Andrew C. Sara Sciammacco #sustainableinvesting #fiduciaryduty #ESG #investorvoicenetwork (IVN)

    Value of ESG Information to Investors

    freedomtoinvest.org

  • View organization page for Till Investors, graphic

    306 followers

    “Sustainable funds returned to the long-term trend of outperformance in 2023, while assets under management continued to increase.” So notes this report from Morgan Stanley, which examines global trends for sustainable investing. Another great but unsurprising (to us) quote: “Jessica Alsford, Morgan Stanley’s Chief Sustainability Officer and CEO of the Institute for Sustainable Investing [says] “This comes on the heels of our survey of individual investors, which found that a majority look for both competitive financial returns and sustainability in their investment strategies. Our new analysis shows this can be possible.” https://lnkd.in/eRw43e_U

    Sustainable Investing Interest | Morgan Stanley

    Sustainable Investing Interest | Morgan Stanley

    morganstanley.com

  • View organization page for Till Investors, graphic

    306 followers

    Are you part of an employee resource group (ERG)? Till Investors can help your group discuss the pros and cons of investing in alignment with your ERG effort. We are not financial advisors! But our presentation will help you find opportunities advisors aren’t likely to share with you.

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