OUR OFFERINGS

We believe the most strategic role for wealthy investors in transforming our economy is divesting from Wall Street and shifting their money into community-controlled investments that center racial and economic justice.

We are an anticapitalist wealth management firm with a commitment to support clients in redistributing rather than continuing to accumulate wealth. We also believe that investing in racial justice requires taking deep shared risks and are excited to support our community in investing in democratically-controlled loan funds and emergent solidarity economy investments that are higher risk and require a longer term investment.

WE SUPPOrt investors in

making A radical shift through:

INVESTMENT ADVISING

We transition your investment portfolio to community investments that center racial and economic  justice.

CHORDATA COHORT

We lead a 9-month-long program to support 10 people with inherited wealth in decoding their investments, identifying opportunities for repair and reparations, and investing in the solidarity economy.

CONSULTING

We work with you to design a wealth redistribution plan and start investing in the solidarity economy.

MAGIC KIT

We share resources and art to support you in transitioning your portfolio, coming Fall 2020.

FREE RESOURCES

We share frameworks, links and online resources.

Why we are different

  • We have deep, ongoing relationships with leaders in the solidarity economy movement
  • We facilitate direct investments into local economies that focus on racial, economic and gender justice
  • We invest in communities, not in Wall Street.
  • We use an integrated capital approach, allowing clients to integrate their giving, investing, and activism to resource the communities and projects they love
  • We each bring over a decade of work in movements for racial and economic justice, and use a social justice lens to evaluate financial vehicles
  • We prioritize a collective rather than individual approach, knowing that we’re stronger together      
  • We have extensive experience working with people with wealth to transform patterns around guilt and shame in service of mobilizing resources for our collective liberation 

INVESTMENT ADVISING

For our investment advising offering, we work with individuals who:

  • Are ready to shift over $2 million to community investments in racial and economic justice, and are not dependent on market rate returns to support their expenses
  • Are committed to wealth redistribution rather than wealth accumulation
  • Want to shift their money from Wall Street into direct investments that build economic power in Black, indigenous, and other historically oppressed communities
  • Are excited about investing in emergent solidarity economy projects that are higher risk and require a longer term commitment

Our investment advising offering includes:

  • Supporting you to identify your core values which will be the foundation for your giving and investing
  • Decoding your existing investments in order to  develop a strategy to bring your investment portfolio into alignment with your values
  • Portfolio management, and shifting your investments! In a seasonal rhythm, we will work with you to invest in 2-3 community funds or projects every season (winter, spring, summer and fall). 
  • Seasonal conversations about your giving and investing, as well as redefining common financial terms like risk and return. 
  • Regular reports from us on your investment portfolio.  
  • Opportunities to be included in virtual Solidarity Salons and integrated capital webinars
  • Joining the Chordata Community, and investing together in solidarity economy investments to help grow an economy that works for everyone

Our investment advising rates begin at a $20,000 annual retainer.

CHORDATA COHORT

For our 9-month-long Chordata cohort program, we work with individuals who:

  • Have access to over $2 million and are excited about shifting at least $200,000 to investments off of Wall Street and into solidarity economy investments
  • Are interested in understanding the history of the wealth they have access to now, and working towards reparations and repair
  • Want support decoding and understanding their existing investments
  • Crave rituals, personal practices, and concrete tools to shift their giving and investing into deeper alignment with their values
  • Are seeking the support of a community, and want to co-create strategies for wealth redistribution and transitioning their investments in community with other inheritors
  • Are excited to begin to build relationships with collaborators and presenters who are boldly growing community-controlled loan funds, holistic investments that support Black sovereignty and economic self-determination
  • Want to learn investment practices that are deeply nourishing, rooted in relationship and guided by a vision of building an economy that works for everyone

Our Chordata Cohort program includes:

  • Two 4-day in-person retreats where we can connect as a community and support each other as we dive deep into the work of reparations and wealth redistribution
  • Individual coaching with Tiffany and Kate
  • Building skill sets for working together across difference and navigating power, race and class
  • Learning about different paths forward for divestment, reinvestment and reparations through storytelling, presentations and facilitated conversation
  • Learning by doing! Together, we will have the opportunity to explore the vulnerabilities and practice the tough conversations that come with making big changes to our investment strategies
  • Collaborate with financial activists on the leading edge of creating restorative and reparative  investment vehicles
  • Learn practices and rituals to connect the head and heart and help you make fully embodied decisions that you can feel good about

The fee for our cohort program is $25,000.

 

CONSULTING

For our consulting offering, we work with individuals who:

  • Want to learn about investment strategies that center racial and economic justice
  • Want to practice shifting some of their investments off of Wall Street into direct investments that build economic power in historically oppressed communities
  • Either have access to over $1 million and are accredited investors, or are excited about shifting at least $200,000 to investments in racial and economic justice, and are not dependent on market rate returns to support their expenses.

Our consulting offering includes:

  • Goal setting, and 4-6 calls over the course of a year to support you in achieving those goals. 
  • Financial literacy coaching
  • Redistribution planning
  • Opportunities to be included in virtual Solidarity Salons and integrated capital webinars
  • Portfolio transition support, including Chordata completing paperwork that will allow you to invest in community investments and begin divesting from Wall Street

Our consulting rates start at a $25,000 annual retainer.

MAGIC KIT

Our magic kit, which is under development and will be released in late 2020, includes:

  • Artwork, concrete resources, rituals and potions, spells and models for wealth redistribution
  • Opportunities to be included in virtual Solidarity Salons and integrated capital webinars
  • Two coaching sessions from Kate and Tiffany.
  • Will be available at a more accessible price point!

OUR OFFERINGS

We believe the most strategic role for wealthy investors in transforming our economy is divesting from Wall Street and shifting their money into community-controlled investments that center racial and economic justice.

We are an anticapitalist wealth management firm with a commitment to support clients in redistributing rather than continuing to accumulate wealth. We also believe that investing in racial justice requires taking deep shared risks and are excited to support our community in investing in democratically-controlled loan funds and emergent solidarity economy investments that are higher risk and require a longer term investment.

WE SUPPOrt investors in making A radical shift through:

INVESTMENT ADVISING

We transition your investment portfolio to community investments that center racial and economic  justice.

CHORDATA COHORT

We lead a 9-month-long program to support 10 people with inherited wealth in decoding their investments, identifying opportunities for repair and reparations, and investing in the solidarity economy.

CONSULTING

We work with you to design a wealth redistribution plan and start investing in the solidarity economy.

MAGIC KIT

We share resources and art to support you in transitioning your portfolio, coming Fall 2020.

FREE RESOURCES

We share frameworks, links and online resources.

Why we are different

  • We have deep, ongoing relationships with leaders in the solidarity economy movement
  • We facilitate direct investments into local economies that focus on racial, economic and gender justice
  • We invest in communities, not in Wall Street.
  • We use an integrated capital approach, allowing clients to integrate their giving, investing, and activism to resource the communities and projects they love
  • We each bring over a decade of work in movements for racial and economic justice, and use a social justice lens to evaluate financial vehicles
  • We prioritize a collective rather than individual approach, knowing that we’re stronger together      
  • We have extensive experience working with people with wealth to transform patterns around guilt and shame in service of mobilizing resources for our collective liberation 

INVESTMENT ADVISING

For our investment advising offering, we work with individuals who:

  • Are ready to shift over $2 million to community investments in racial and economic justice, and are not dependent on market rate returns to support their expenses
  • Are committed to wealth redistribution rather than wealth accumulation
  • Want to shift their money from Wall Street into direct investments that build economic power in Black, indigenous, and other historically oppressed communities
  • Are excited about investing in emergent solidarity economy projects that are higher risk and require a longer term commitment

Our investment advising offering includes:

  • Supporting you to identify your core values which will be the foundation for your giving and investing
  • Decoding your existing investments in order to  develop a strategy to bring your investment portfolio into alignment with your values
  • Portfolio management, and shifting your investments! In a seasonal rhythm, we will work with you to invest in 2-3 community funds or projects every season (winter, spring, summer and fall). 
  • Seasonal conversations about your giving and investing, as well as redefining common financial terms like risk and return. 
  • Regular reports from us on your investment portfolio.  
  • Opportunities to be included in virtual Solidarity Salons and integrated capital webinars
  • Joining the Chordata Community, and investing together in solidarity economy investments to help grow an economy that works for everyone

Our investment advising rates begin at a $20,000 annual retainer.

CHORDATA COHORT

For our 9-month-long Chordata cohort program, we work with individuals who:

  • Have access to over $2 million and are excited about shifting at least $200,000 to investments off of Wall Street and into solidarity economy investments
  • Are interested in understanding the history of the wealth they have access to now, and working towards reparations and repair
  • Want support decoding and understanding their existing investments
  • Crave rituals, personal practices, and concrete tools to shift their giving and investing into deeper alignment with their values
  • Are seeking the support of a community, and want to co-create strategies for wealth redistribution and transitioning their investments in community with other inheritors
  • Are excited to begin to build relationships with collaborators and presenters who are boldly growing community-controlled loan funds, holistic investments that support Black sovereignty and economic self-determination
  • Want to learn investment practices that are deeply nourishing, rooted in relationship and guided by a vision of building an economy that works for everyone

Our Chordata Cohort program includes:

  • Two 4-day in-person retreats where we can connect as a community and support each other as we dive deep into the work of reparations and wealth redistribution
  • Individual coaching with Tiffany and Kate
  • Building skill sets for working together across difference and navigating power, race and class
  • Learning about different paths forward for divestment, reinvestment and reparations through storytelling, presentations and facilitated conversation
  • Learning by doing! Together, we will have the opportunity to explore the vulnerabilities and practice the tough conversations that come with making big changes to our investment strategies
  • Collaborate with financial activists on the leading edge of creating restorative and reparative  investment vehicles
  • Learn practices and rituals to connect the head and heart and help you make fully embodied decisions that you can feel good about

The fee for our cohort program is $25,000.

CONSULTING

For our consulting offering, we work with individuals who:

  • Want to learn about investment strategies that center racial and economic justice
  • Want to practice shifting some of their investments off of Wall Street into direct investments that build economic power in historically oppressed communities
  • Either have access to over $1 million and are accredited investors, or are excited about shifting at least $200,000 to investments in racial and economic justice, and are not dependent on market rate returns to support their expenses.

Our consulting offering includes:

  • Goal setting, and 4-6 calls over the course of a year to support you in achieving those goals. 
  • Financial literacy coaching
  • Redistribution planning
  • Opportunities to be included in virtual Solidarity Salons and integrated capital webinars
  • Portfolio transition support, including Chordata completing paperwork that will allow you to invest in community investments and begin divesting from Wall Street

Our consulting rates start at a $25,000 annual retainer.

MAGIC KIT

Our magic kit, which is under development and will be released in late 2020, includes:

  • Artwork, concrete resources, rituals and potions, spells and models for wealth redistribution
  • Opportunities to be included in virtual Solidarity Salons and integrated capital webinars
  • Two coaching sessions from Kate and Tiffany.
  • Will be available at a more accessible price point!

Kate Poole and Tiffany Brown, the principals of Chordata Capital, are investment advisory representatives of Natural Investments LLC. Natural Investments is an independent Registered Investment Advisor firm. Chordata Capital is not a registered entity and is not an affiliate or subsidiary of Natural Investments.

Kate Poole and Tiffany Brown, the principals of Chordata Capital, are investment advisory representatives of Natural Investments LLC. Natural Investments is an independent Registered Investment Advisor firm. Chordata Capital is not a registered entity and is not an affiliate or subsidiary of Natural Investments.