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So far capshift-dev has created 78 blog entries.
19 05, 2023

Sustainable and Regenerative Portfolios: Strategies for Investing in Food and Agriculture

2023-05-19T03:45:32+00:00

Join us on June 7 at 2:00 PM ET for a webinar on how to incorporate food and agriculture investments into your clients’ portfolios. We’ll be sharing tools, and approaches for delighting your clients with opportunities this vast and exciting sector.

Sustainable and Regenerative Portfolios: Strategies for Investing in Food and Agriculture2023-05-19T03:45:32+00:00
26 04, 2023

Impact Investing through NPT’s Thematic Portfolios

2023-05-19T03:37:38+00:00

CapShift partners with National Philanthropic Trust to offer impact investing portfolios for donors to align their donor advised fund investments with their charitable goals. CapShift’s Will Mucci shares a look at these portfolios and their impact.

Impact Investing through NPT’s Thematic Portfolios2023-05-19T03:37:38+00:00
6 04, 2023

Cash Deposits: An Overlooked Opportunity for Impact

2023-05-26T14:46:53+00:00

Using cash as an impact vehicle means making deposits that support access to credit in financially underserved communities, promote homeownership, seek to improve health and education projects, and support the growth of small businesses.

Cash Deposits: An Overlooked Opportunity for Impact2023-05-26T14:46:53+00:00
21 03, 2023

Building a Food and Agriculture Focused Portfolio

2023-03-21T07:56:53+00:00

The expansive, interconnected nature of food and agriculture can feel overwhelming at first. With so many avenues for impact, how can advisors work with their clients to determine the best approach?

Building a Food and Agriculture Focused Portfolio2023-03-21T07:56:53+00:00
6 03, 2023

How to Invest in Sustainable and Regenerative Food and Agriculture

2023-03-21T05:12:21+00:00

We’ve developed an investment primer to help families invest for a more sustainable food and agriculture system. This primer provides a framework to help families assess their impact goals, a review of investable food and agriculture solutions, and more.

How to Invest in Sustainable and Regenerative Food and Agriculture2023-03-21T05:12:21+00:00
22 02, 2023

Deconstructing the Cheeseburger

2023-02-24T08:30:54+00:00

Nothing evokes the quintessential American backyard BBQ like the cheeseburger. It’s a seemingly simple dinner, yet the journey these ingredients take to get to your plate perfectly illustrate the complexities of a global food and agricultural system at work.

Deconstructing the Cheeseburger2023-02-24T08:30:54+00:00

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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.

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