11 12, 2024

Solve Three Common Year-End Giving Challenges for Your Clients

2024-12-12T18:34:03+00:00

Year end is crunch time for financial advisors—clients are rushing to meet tax deadlines, finalize charitable contributions, and plan for the future. But what if you could help them do more than just check a box on their to-do list?

Solve Three Common Year-End Giving Challenges for Your Clients2024-12-12T18:34:03+00:00
26 09, 2024

Investing in Detoxification

2024-10-09T19:39:03+00:00

Investors may focus on toxicity in hope of improving environmental or human health, or for potential financial upside or risk mitigation. This makes toxicity a highly intersectional theme for impact investors.

Investing in Detoxification2024-10-09T19:39:03+00:00
10 09, 2024

We’ve Committed to a Healthier Future

2024-10-09T19:40:08+00:00

Impact investing can unlock capital for improved health outcomes and equity, filling the gaps left by traditional funding sources and creating incentives for scalable and sustainable solutions. Part of CapShift’s 2024 impact report

We’ve Committed to a Healthier Future2024-10-09T19:40:08+00:00
10 09, 2024

Catalyze the Next Big Climate Breakthroughs

2024-09-24T15:56:34+00:00

Climate change is the biggest challenge of our time. We need bold ideas that can transform the way we produce and consume energy, food, materials, and everything else. Part of CapShift’s 2024 impact report.

Catalyze the Next Big Climate Breakthroughs2024-09-24T15:56:34+00:00

Stay in touch

Sign up for our monthly newsletter, chock full of tips about how you can amplify the impact of your capital.

Privacy Policy | User Agreement | Social Media Disclosure

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.

Connect Get started
Go to Top