There’s no one-size-fits-all approach to community investing. At Revalue, we work withyou to explore whether—and how—community investments might support your values,your goals, and your overall financial plan.
Someof our clients are new to the concept. Others have explored shifting a portionof their investments into this space. And some prefer to remain in traditionalpublic markets with a values-based approach. Wherever you are in your journey,our goal is to help you make informed and grounded decisions.
A Personalized Process
We begin every client relationship with a personalized Investment Policy Statement (IPS)—a co-created document that defines your financial picture, goals, risk tolerance, and values. From there, we build a strategy that balances alignment with financial considerations like liquidity, diversification, and return needs.
Communityinvestments can vary widely in structure, risk, and availability. Some may be managed directly through brokerage or retirement accounts. Others may requireseparate administration or legal due diligence. As part of our service, we support you in understanding the mechanics and potential risks, includingilliquidity, limited financial reporting, and default risk.
Education and Support
Our role goes beyond investment selection. We offer a range of learning opportunities—from a six-week cohort on community investing to ongoing education in our online client community, The Collaborative. We also maintain a curated data room of investment opportunities and support peer learning through optional investor circles.
Theseresources are designed to equip you with knowledge—not to promote any specificinvestment or guarantee outcomes. As with any investment, community investinginvolves risk, and thoughtful planning is essential. Your dedicated Revalueservice team is there to support that planning.
Ready to Begin?
Community investing invites a more participatory approach to how your money moves in the world. We’re here to help you evaluate if it’s the right fit for your circumstances and to navigate the options in a way that’s responsible and empowering.
Connect with us to learn more about becoming a Revalue client
