COMMUNITY CAPITAL MANAGEMENT, LLC

How does the advisor help clients – Key Takeaways:

Community Capital Management, LLC is a respected financial firm with a team of seasoned professionals who provide comprehensive financial services to their clients. With a focus on community investing and impact investing,
the advisors at Community Capital Management, LLC aim to make a difference in the world while also helping their clients achieve their financial goals.

• The advisors at Community Capital Management, LLC are experienced in community investing and impact investing, making them experts in leveraging financial resources for positive social and environmental impact.
• The firm takes a holistic approach in guiding their clients, combining traditional financial planning with a focus on impact and socially responsible investing.
• Community Capital Management, LLC offers a wide range of financial services to cater to the varying needs of their clients, including investment management, financial planning, and retirement planning.
• The firm serves a diverse group of clients, including individuals, families, non-profit organizations, and corporations.
• Community Capital Management, LLC differentiates itself by its commitment to community investing and impact investing, offering socially responsible investment options for their clients.

Facts and Insights

Community Capital Management, LLC is a privately owned firm headquartered in Fort Lauderdale, Florida. The firm was founded in 1998 and has been in operation for over 20 years. It currently has over $2 billion in total assets under management and employs a team of experienced financial advisors to assist their clients.

Some key insights about Community Capital Management, LLC include:

• The firm has a strong track record of delivering competitive investment returns while also making a positive impact on the community and the environment.
• Community Capital Management, LLC has received numerous accolades and recognition for its efforts in community investing and impact investing, including being named as one of the top impact investment managers by Barron’s.
• The firm prioritizes transparency in its investment strategies and always seeks to educate and involve its clients in the decision-making process.
• The advisors at Community Capital Management, LLC are dedicated to staying up-to-date with the latest trends and developments in community and impact investing to give their clients the best possible guidance and options.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

Community Capital Management, LLC offers a comprehensive range of financial services to cater to the specific needs of their clients, including:

• Impact Investing
• Community Investing
• Investment Management
• Financial Planning
• Retirement Planning
• ESG Investing
• Socially Responsible Investing
• Tax Planning
• Estate Planning

By offering a wide range of services, Community Capital Management, LLC can provide a holistic approach to financial planning and investing, taking into consideration the unique goals and values of each client.

Client Types

Community Capital Management, LLC serves a diverse group of clients, including:

• Individuals
• Families
• Non-profit organizations
• Foundations
• Corporations
• Retirement Plans

The firm’s expertise in community investing and impact investing makes it an attractive choice for clients who are looking to align their investments with their personal values and make a positive impact on society.

Fees & Compensation

The fees and compensation structure at Community Capital Management, LLC may vary depending on the services provided and the specific needs of each client. However, the advisors at the firm strive to be transparent and disclose all fees upfront to their clients. Some potential fees that clients may incur include:

• Asset-based fees
• Management fees