Do these questions keep you up at night?

How can I find socially responsible investments?

Are there investments that focus on building my community?

How can I connect my personal values to investing success?

A Success Story

A client asked: “Does investing have to be only about the money? What if I don’t like how some of these companies are conducting business?” We were able to answer with understanding the values of our client and recommending investments that were not only exceptional businesses with strong investment merits, but also ones that lived the principles our client embraced.

Some of Our Themes

For certain investors, Salt Mines delivers themed investment strategies. While not suitable for all clients, our themes provide inspiration for the themes we can help develop for you.

Community Banks

Community banks provide critical financing infrastructure to the areas they serve. Often managed conservatively, featuring reliable and favorable dividend payouts, and tight ownership structure providing long-term upside potential.

High Yield Dividend

For investors seeking higher income yields, this approach focuses on unconventional companies with conservative management principles and aggressive dividend payout strategies.

Deep, Long-Term Growth

Many companies that are mediocre performers today have the potential to be stars in future years as new markets and technologies emerge. This approach seeks companies that are positioned to serve currently inactive or underserved markets that are likely to emerge in the next several years.

LATAM Angel & VC

There is great disparity between the relationship of venture capital dollars invested in LATAM and the region’s GDP compared to the USA. Entrepreneurship can potentially drive growth and foreign interest in the region. This approach gives investors exposure to angel and early-stage investments in LATAM.

Ready to get started?

Contact us to talk about putting Salt Mines Advisors to work for you and your financial goals.

Join the Conversation

Subscribe to the Salt Mines video channel for quick clips on relevant financial topics.

Stock Options at a Start-Up and Conflicts of Interest

Learn More

I Chose the Wrong Co-Founders and Wrong VCs – Here’s What Happened

Learn More
post thumbnails

Real-time advice and community

Gain insights & ask questions on the fly.

Learn More

FAQ

I just started an entry-level job. Can Salt Mines Advisors help me?

Absolutely. Many traditional investment advisory firms require minimum assets under management and net worths to take on a client. Salt Mines Advisors does not have minimums – we feel that all individuals can benefit from financial planning advice, regardless of income and net worth.

What minimum income and net worth do I need to work with Salt Mines?

Salt Mines Advisors does not require is clients to have certain levels of income or net worth. We aim to make financial planning accessible to clients of all income levels and career stages.

How does Salt Mines Advisors make money?

Each client engagement is different. In some cases, there are fixed project fees, monthly subscription fees for services, hourly billing, or assets under management. Salt Mines Advisors works with its clients to determine the best fee structure for each client.

Does Salt Mines Advisors guarantee investment performance?

All investments carry risk and there is always uncertainty. Salt Mines does not and will not guarantee the performance of any investment.

Does Salt Mines Advisors raise capital for start-ups?

Salt Mines Advisors is not a Venture Capital firm or an Angel Investor. Generally, we do not invest directly in start-ups. However, Salt Mines does advise founders on the fundability of their idea and will consider recommending select investments to clients where appropriate.

Does Salt Mines Advisors require long-term contracts?

While Salt Mines Advisors signs client agreements and contracts with its clients, our clients are not under any obligation to work with us beyond the scope of work outlined in the agreement. We want clients to be happy and not feel as if they ‘stuck’. In general, long-term contracts are not required nor encouraged. However, for certain investments, certain timelines may be required by the terms of the investment.

Our Circle.

Sign up for our newsletter to learn about the latest in startup financing and investments