In addition to managing the Community Investment Portfolio, BECA also provides clients with community investing advisory services. These services include:
- Advice on a community investing portfolio construction
- Community investing philosophy and best practices
- Community investment management
BECA’s advisory services allow clients to develop a community investment strategy and portfolio that meets their cash flow or financial liability objectives in addition to meeting social impact goals. BECA does this by matching client’s stated interests to projects or financial partners that have interest payments as a primary goal or outcome.