The Social Equity Group







Community Investing and Tax Credits


Investors who wish to be more proactive or who require tax relief can invest in low-income housing tax credits, community development banks or loan funds, and venture capital offerings. We also develop innovative community based direct investments that provide an attractive rate of return.

By participating in these programs, you have a direct impact on the quality of life for the entire community. At SEG, we believe Socially Responsible Investing serves the financial interests of both the investor and the community.

Contact us for full details.

 

Retirement Planning | Estate Planning | Risk Management | Education Saving
Tax Planning | Charitable Giving | Community Investing


Copyright 1997 Social Equity Group (SEG) - SEG is a Registered Investment Advisor.
Registered Representatives of and securities offered through
Financial West Group, member FINRA, SIPC. SEG and FWG are unaffiliated entities.

Site Map