Common Interests

Holistic Financial Planners: Sustainable, Responsible and Impact Investing

Metuchen, New Jersey

United States

www.commoninterestsfinancial.com

About Common Interests

Common Interests is an independent boutique Family Wealth Management Practice with a healthy attitude of humility and service. They stand by their Mission Statement: “To enhance the financial wellness of our clients in a socially responsible manner by bringing to bear years of experience, knowledge and integrity.” Common Interests has no minimum requirements and are absolutely focused on solving their clients’ financial problems…of all kinds. Special areas of focus include Socially Responsible Investing, Portfolio Design and Management and all of the aspects of Comprehensive Financial Planning for individuals and families. Common Interests works with families on a multigenerational basis to help them come together, share their worries and concerns, and seek counsel in creating solutions that will lead to the financial wellbeing that they are looking for.

Common Interests was formed in 1994 when Bob realized that his ‘big office in the corner” as a Branch Manager was no longer providing the personal and career satisfaction that he was looking for. After seemingly being successful by every available metric, he realized he needed to make a positive contribution to individuals who needed the financial counseling he was able to provide. So he went out on his own, became independent and opened the firm.

The firm name comes from the way they choose to work with their clients. When working together, interests become common. Listening comes first, then problem solving comes next. The resulting products and services discussed are thereafter only tools to solve whatever problem brought them to Common Interests.

We became a B Corp to measure our commitment to sustainability and social responsibility against an independent standard, and to discover areas in which we can do better. We are proud to be able to show that sustainability is built into our DNA, and to join a community of businesses that share our values.

The Change We Seek®

Common Interests believes that long term investing is akin to casting a vote. They choose to vote for investments that share their values, practice good Environmental Stewardship, have a positive impact on Society, and practice Good Governance. Common Interests seeks to increase transparency through shareholder advocacy, promoting resolutions that seek to influence corporate behavior for the better.

First and foremost, however, Common Interests was founded with a desire to help clients achieve Financial Wellness by working closely with them to make a plan tailored to their circumstances. The firm has found that when they express their value system regarding Social Responsibility, clients quickly agree with their basic approach to solving their financial problems. Clients then readily share their values and Common Interests is able to bring together years of experience and the ability to touch on all aspects of their clients’ financial lives. The firm seeks to support clients in their decision making in terms of investment management, retirement planning, tax planning, college funding, estate planning, debt management, and insurance.

For customer inquiries, please call 732 710-4934, or email info@commoninterestsfinancial.com.

Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates Securities offered through Vanderbilt Securities, LLC Member: FINRA, SIPC• Registered with MSRB Advisory Services offered through Vanderbilt Advisory Services, LLC Insurance Services offered through Vanderbilt Insurance and other agencies Clearing Agent: National Financial Services, LLC Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100

 

 

What makes us a better company?

B Impact Report

Certified since: 

November 2014
Summary:

Company Score

Median Score*

Environment

Environment

The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.

8
7
Workers

Workers

The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.

31
18
Customers

Customers

The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).

46
N/A
Community

Community

The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.

20
17
Governance

Governance

The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

5
6
Overall B Score
110
55

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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