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.

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

© Copyright 1997 - 2007 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.

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