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Impactful Insights with SmartTrust: Part 1 [Interview]

Posted by Vanderbilt Financial Group on 3/9/16, 10:16 AM

Vanderbilt Financial Group CEO and Impact Enthusiast, Steve Distante, had the pleasure of sitting down for a chat with Kevin Mahn on February 19th, 2016.

Kevin is the Chief Investment Officer of SmartTrust® UIT. Steve nicknamed Kevin, the “Chief Impact Officer” after learning of his passion for sustainable and responsible impact investments, what Kevin calls, “the new SRI”. 

 

 

Kevin explained why SmartTrust® has taken a stand in the space of Impact Investing, becoming the first and only Impact based UIT. Steve expressed a frustration that seems to be a common pain for Impact enthusiasts; “I love Impact Investing, but the most frustrating thing about the space is trying to find products. That’s why I love what SmartTrust has done.”

In this video, Kevin shares SmartTrust’s perspective on Impact Investing, its place in the market and details how SmartTrust has partnered with IW Financial and Argus Research to create Impact based portfolios for investors.

 

Check back next week for Part 2 of this interview with Kevin Mahn where we discuss the UIT more in depth!
 
Download Kevin Mahn’s White Paper on Sustainable Impact Investing; The Next Step in the Evolution of Socially Responsible Investing (SRI) 
 

 White Paper: Sustainable Impact Investing


About Vanderbilt Financial Group:  Founded in 1965 and located in Woodbury, NY, Vanderbilt Financial Group is an Independent Broker Dealer known as the Sustainable Broker Dealer committed to investing with purpose. The firm offers Impact Investments in socially and/or environmentally responsible, ethical, and impactful opportunities. In 2014 the firm was recognized with the MAP Vital Factors Solutions® Presidential Award for achieving excellence through implementing the MAP Management System™ and in 2015 became the first LEED Platinum office building on Long Island. Vanderbilt’s refreshing, unique, and innovative culture is a driving force to constantly strive to positively impact their community. To learn more, check out http://joinvanderbilt.com/.

Topics: Impact Investing, Financial Advising

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