There are many reasons to invest but for organizations looking to partner with experienced professionals who understand the challenges and issues within the affordable housing and not-for-profit industry, Encasa offers a deep-rooted, value-aligned service and products. We offer support and advice for our investors, and maintain low management fees for our funds.
Here’s how it works:
a) Your investment strategy starts with you.
Our experienced Investment Fund Advisors will meet with you to discuss your plans, goals, challenges and needs. We’ll assess your financial position, strategies, and business, and understand your risk tolerance. We will review your capital plan and integrate our funds accordingly or we will help you to create one.
b) We help you create an investment plan.
Our overall focus is on investing in companies that meet environmental, social and governance standards. We partner your goals with your risk tolerance to create an investment plan that works for you.
c) We are there for you.
We’ll review your investment plan regularly, and if any of your goals and/or needs have changed, will revise your plan. We are available to offer advice and answer questions in between. You will also receive access to our educational articles and quarterly newsletter.