This article showcases our top picks for the best Georgia based Impact Investment companies. These startups and companies are taking a variety of approaches to innovating the Impact Investment industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovative ideas
- Innovative route to market
- Innovative product
- Exceptional growth
- Exceptional growth strategy
- Societal impact
Top Georgia Impact Investment Companies
Totum Risk provides a multi-scoring risk tolerance tool kit for financial advisors and investors. Totum is different, we focus on facts over feeling or bhow much risk an investor can take given their current life situation (risk capacity) instead of the traditional model that only looks at how much risk an investor is willing to take (risk preference).
The Totum Risk toolkit includes integrations with the top custodians, broker/dealers, insurance companies, and other third party software providers. The integrations allow Totum to pull in the account level data to automatically score the clients portfolio and an advisors book of business to assess the portfolio risk.
Other integrations allow for SSO(single sign on), push/pull data from APIs, usage, and custom. Totum has added a Model MarketPlace for asset managers to add their models for advisors to use and compare with their client’s portfolios.
Tactical asset managers can also add their own returns. Advisors can add and uplaod their own models or use the iRebal integration to pull and push their models.
Totum offers custom Investment Policy Statements and proposals to meet their compliance needs and requirements. Totum helps advisors and institutions stay compliant by covering the SEC Best Interest Rule and FINRA’s suitability rule.
Built around the concept that each individual investor should fully understand their unique risk situation, Totum is the first to consider comprehensive Human Capital Factors in portfolio recommendation: geography, industry, health, family, balance sheet, and where they are on the road to retirement. With the addition of Big Data and Machine Learning Totum can now alert an advisor or investor of a life event that is impacting their investments and financial goals.
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