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Rob Thomas

Social(k)
Retirement Plans

Contact Information:

San Francisco, CA 94103
United States

Years in Business:

 

9

Clients I'm Seeking:

 

Single person looking to contribute more than an IRA allows or multi person organizations looking to add retirement benefit.

About My Business:

 

Green investing, values investing, socially responsible or sustainable investing is growing. Social(k) offers over 500 Environmental, Social and Governance - ESG, screened funds and Exchange Traded Funds - ETFs, from dozens of fund companies. Pax World, Portfolio 21, Appleseed, Green Century, Parnassus, Community Capital Management, Everence and Calvert are a few. If you operate a mission driven organization, for profit or non-profit, we are the only mission aligned option when it comes time for a retirement plan that matches your organizations philosophy. Social(k) is low cost, open architecture, fully bundled paperless platform. Social(k) offers over 500 Environmental, Social and Governance - ESG, screened funds and exchange traded funds - ETFs, from dozens of fund companies. If you operate a mission driven organization; for profit or non-profit, we are the only mission aligned option when it comes time for a retirement plan aligned with your organization’s high standards.

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