CNote for Investment Advisors

CNote is an award-winning impact investment platform that makes it easy to connect dollars to tangible impact. Let us help you grow and deliver the measurable and lasting impact your clients seek.

Click to schedule a free on-boarding consultation

i'm interested

An Opportunity For Growth

You already know the numbers. The shifting demographics of wealth mean new clients with new priorities. More than $30 trillion in assets will transfer from boomers to millennials over the next few decades1, and women will control more than $22 trillion in wealth by 2021.2

Millennials are 2x more likely to make an investment that targets a specific social goal than your typical investor.3 Further, for upper-income brackets,  women were more likely than men to participate in impact investing.4

76% of millennials see investment decisions as a way to express their social, political and environmental values.5 Having the right investment solution for these customers keeps them engaged and satisfied. CNote is a portfolio offering that provides impact, market-neutral returns, and an attractive cash alternative for any investment strategy.

Key Features:

Competitive 2.75% Annual Fixed Return
100% impact. Every dollar invested in CNote helps fund female and minority small business owners, affordable housing development, and other great community-centered projects across America
Easily accessible via customized Advisor Portal and integrated with best-in-class portfolio management platforms
Investments can target a theme (e.g., gender lens, low-income, etc.) or a geography
Quarterly liquidity
Two levels of diversification. We invest in a diversified pool of the highest performing non-profit community lenders who also hold robust and diversified loan portfolios
Customizable impact reporting

Given the trends in wealth transfer, and that 85% of millennials say they want to invest with purpose, an investment manager will be out of the running if they don’t offer impact investments.6

Surya Kolluri
MD policy and market planning, Merrill Lynch

In 2017, CNote received SEC qualification to offer their first-of-its-kind impact investment product to mass market, including non-accredited investors.7 CNote has no minimum investment amount, which allows your clients to get started impact investing with as little as $5. This makes it easy to onboard clients interested in impact investing or with smaller investment allocations.

There’s reason retail investors have committed millions to our platform8 and we were honored with innovation in Fintech9 and Millennial Investment Options Awards, we’re committed to building better financial products for our customers.

We’re working to build a more inclusive economy one investment at a time while delivering your clients better cash returns and measurable social impact.

Deeply Integrated With Flexible Management Options

CNote is ready to scale with your advisory practice. We offer streamlined on-platform management and connect to major data aggregators for easy reporting with Black Diamond, Schwab Portfolio Center and other portfolio management and reporting tools.

Let’s grow together.

Compelling Impact Metrics and Rich Stories to Share With Your Clients

 

CNote provides annual impact reporting, along with regular borrower success stories that connect your clients’ dollars to the dreams they help entrepreneurs and communities realize.

The stories of people like Ingrid, Cinde, and Roberto capture the kind of impact your clients’ money can have. CNote has already helped create/maintain more than 1,800 jobs and has funded more than 280 small business across America, all while returning a stable return on investment.

Learn more about CNote’s Advisor Access Program

Click below to schedule a free phone consultation.

i’m interested