Aiming for the Future: CHOC's Values and Mission-Driven Investment Portfolio
(Fairfield, CA) - CHOC recently engaged Bell Investment Advisors to work with its non-profit investment fund. The investment fund's objective is to produce a predictable and stable return each year, supporting CHOC's goals of expanding the social support, social equity and environmental impacts also espoused by CHOC's Board of Directors. Through Bell Investment Advisors, Just Invest LLC's new fixed income product is working to achieve the above.
Via Just Invest LLC's press release:
"Just Invest’s launch client for the fixed income product is Community Housing Opportunities Corporation (CHOC), a nonprofit organization that provides sustainable, affordable housing in Northern California. CHOC’s financial advisor is Bell Investment Advisors, based in Oakland, CA. Leveraging the deep investment and ESG expertise of the Just Invest team, Just Invest can now offer clients custom ESG solutions invested in public equities and fixed income securities. A core focus of this offering is the capability to build ladders of green bonds and sustainable bonds that align with a client’s values. This capability allows advisors to customize a bond ladder to each and every client’s tax domicile, cash flow needs and values."
CHOC's Chief Financial Officer Peter Lundberg also commented:
“CHOC’s mission is to build and manage high quality, affordable and environmentally conscious communities. Our investment portfolio supports this mission, sustaining services for our families and children. Thus, our Board of Directors sought a sustainable return along with socially responsible investments compatible with CHOC’s mission and our non-profit profile.”
CHOC is on target for the future, with predictable and stable investment returns in alignment with brand values and mission. CHOC's leadership and board are proud to partner with Bell Investment Advisors and Just Invest LLC.
CHOC, founded in in 1984, has housed thousands of families throughout the Northern California region, from Davis to Sacramento to Woodland. CHOC’s holistic approach to housing has earned it an award-winning reputation for excellence, both in the design of our buildings and in the sustainable lifestyle our organization brings to communities. CHOC creates equitable communities for individuals, families, seniors and for those with special needs. Our success confirms that affordable housing is key to self-sufficiency and is achievable with enriching, supportive programs that give pride to residents, stabilize families and improve local economies.