Salt Light Investing for the Good

Overview

Salt Light Investing for the Good is organized as a corporation with individual ownership. The firm identifies itself as a capital allocator and offers financial planning and portfolio management services for individuals, small businesses, and larger business or institutional clients. It also provides selection-of-other-advisers services, which implies use of third‑party managers or subadvisors as part of its client solutions. Fee arrangements include both a percentage-of-AUM component and fixed fees. The firm does not report being an active ESG investor and is not designated as a multi-state adviser in the available data. An industry affiliation with an insurance company is noted.

Assets & Accounts

Investments & Alternatives