Fire Capital’s Impact

We at Fire Capital are passionate about how capital can be directed toward social good. From the beginning, we want to embed how we are making a difference in the world within our business, from what we do as a firm to how we are helping our clients and our community. We are inspired by the collective action of dedicated socially responsible companies who are stepping up to the plate to make a difference and we hope to be a part of that ripple effect as well.

We’re excited to share how we hope to make Fire Capital a truly socially responsible company in 2020 and uphold our commitment to a better world.

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ROAD TO B CORP

This year, Fire Capital is beginning the process to become a B Corp certified company. Certifying as a B Corp means that we commit to meeting the highest standards of social and environmental performance, transparency, and legal accountability to balance both profit and purpose.

All of the decisions that we make as a company will consider how we can make sure that our environmental, social and governance (ESG) impact is a positive one. A growing number of companies are seeking to certify as a B Corp, which we see as a global culture shift to redefine what success means in business. We are excited to be a part of the movement to prioritize building a more inclusive and sustainable economy.

FIRE CAPITAL IMPACT FUND

Inspired by the 1% for the Planet model, Fire Capital is committing to dedicate 1% of our annual earnings to impactful nonprofits that align with our values in 2020 and beyond. We believe our clients will be proud that a portion of their fees are going toward meaningful causes.

With our impact fund, we plan to launch our own Fire Capital giving circle to give alongside our clients, partners, and friends. Through a giving circle, we hope to encourage our networks to donate with us, because by giving together, we can have a bigger collective impact.

We will be piloting our giving circle with a select group to start as we solidify the process and we plan to invite others to join us in this effort in the future. A few cause areas that our team is interested in supporting this year include empowering under-served youth in education and entrepreneurship and promoting diversity in the financial industry through mentorship opportunities.

We are always open to learning about great organizations that are doing meaningful work, so please reach out to us if you know of any organizations working in those cause areas!

PHILANTHROPIC SUPPORT

Our team is passionate about finding innovative ways to engage more people to do good. We are supporting our clients with their social impact goals from how they invest, to how they give. Through this support, we hope to empower our clients to make the type of impact that’s important to them.

On the philanthropic side, we provide our clients with foundation support from grant making, charity research and due diligence. We also assist our clients in opening Donor Advised Funds (DAF), a type of charitable investment account, if that makes sense for their charitable needs. We are working hard to be able to expand these services in the future. Please feel free to reach out to us if you’re interested in exploring and deepening your own impact.

IMPACT PARTNERS

During our first year in business, we’ve been very lucky to get to know great organizations in the impact investing space and this year we plan to formalize partnerships to leverage our various strengths in the field.

At our first anniversary event last month in San Francisco, we announced our inaugural strategic impact partner, LENDonate, a unique investment platform that allows individuals and institutions to tailor their financial support for creditworthy nonprofits as loans, donations or a combination, integrating impact investment and philanthropy. We are excited to continue to partner with other innovative entrepreneurs who have a vision to transform the way people give. Stay tuned for more developments on our partnerships throughout the year!

We want to build a company that we are proud to be a part of and one that is making a difference in the world. Thank you for your support so far in our journey — we can’t wait for all that we can do together!

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Fire Capital Management is a boutique investment management company that helps people achieve their dreams. We empower our clients to re-imagine what is possible to accomplish with their investments, social impact goals, and legacy. The firm offers private wealth management and multi-family office services to HNW individuals, families, and foundations.

Disclaimer

The information in this report was prepared by Fire Capital Management. Any views, ideas or forecasts expressed in this report are solely the opinions of Fire Capital Management, unless specifically stated otherwise. The information, data, and statements of fact as of the date of this report are for general purposes only and are believed to be accurate from reliable sources, but no representation or guarantee is made as to their completeness or accuracy. Market conditions can change very quickly. Fire Capital Management reserves the right to alter opinions and/or forecasts as of the date of this report without notice.

All investments involve risk and possible loss of principal. There is no assurance that any intended results and/or hypothetical projections will be achieved or that any forecasts expressed will be realized. The information in this report does guarantee future performance of any security, product, or market. Fire Capital Management does not accept any liability for any loss arising from the use of information or opinions stated in this report.

The information in this report may not be suitable or useful to all investors. Every individual has unique circumstances, risk tolerance, financial goals, investment objectives, and investment constraints. This report and its contents should not be used as the sole basis for any investment decision.

Fire Capital Management is a boutique investment management company and operates as a Registered Investment Advisor (RIA). Additional information about the firm and its processes can be found in the company ADV or on the company website (firecapitalmanagement.com).

CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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