CapShift’s impact investing platform and suite of solutions empower financial and philanthropic institutions, and their clients, to invest in their vision for a better tomorrow.
Individuals & Families
Drive meaningful change
Access impact opportunities designed to accelerate the social and environmental transformation you care about.
Financial Advisors & Family Offices
Differentiate your practice
Meet diverse client needs by sourcing a range of impact solutions for both traditional and charitable assets.
Donor Advised Funds & Community Foundations
Deploy a turnkey impact platform
Provide donors with strategic options for putting philanthropic capital to work before it’s granted.
Impact capital in action
With a trusted guide and a dose of inspiration, shifting capital into impact investments doesn’t have to be complicated.
Gather ideas. Learn from your peers. Gain insights for your clients. Become a leader in your community.
Innovative financing structures for your environmental impact program
Dec 2 at 2:00 pm ET - join the Rockefeller Foundation, UN Capital Development Fund, Convergence, Blue Forest Conservation, Conservation Finance Alliance and CapShift as we explore innovative financing structures for conservation-focused organizations.
Advisory services are provided by CapShift Advisors LLC, an SEC-registered investment advisor. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and CapShift Advisors LLC’s charges and expenses. CapShift Advisors LLC’s advisory services are designed to assist clients in achieving discrete financial goals. They are not intended to provide financial planning with respect to every aspect of a client’s financial situation, they do not incorporate investments that clients hold elsewhere, and they do not provide tax advice. For more details, see our Form ADV Part 1, Part 2 Brochure, and Part 3 CRS, available at https://adviserinfo.sec.gov/
Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing on this website constitutes an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where CapShift Advisors LLC is not registered.