The Social Equity Group

Non-Profit Organizations

The Social Equity Group has a long history of working with non-profits and engaging in progressive action for social change. We understand the special financial needs of non-profits.

Too often organizations with progressive missions fail to apply the same standards to where their money goes. SEG can help your group "walk the talk."

  • Socially responsible 401(k) and 403(b) plans that are affordable
  • Professional advice for employees on retirement and financial planning, asset allocation, and personal investing
  • Cash management accounts with total liquidity, competitive yields and professional management.

Contact us for a complimentary plan review!.


Financial Planning | Asset Allocation | Portfolio Management | Business | Non-profit

Copyright 1997 . The Social Equity Group is a Registered Investment Advisor registered with the state of California..

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