As a 20+ year financial veteran, Sutherland founded SI in 2014, to offer holistic planning services and investment model strategies that align with environmental social and governance values. Simple Impact LLC is located at 4500 Park Granada Calabasas, CA 91302. Phone (424)422-1001. [email protected] Shãn Sutherland (CA Insurance Lic. #0D28620) is a Registered Representative and an Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered by Simple Impact or CES Insurance Agency.
** Shãn Sutherland’s company, Simple Impact LLC’s mission is to create financial wellbeing for California executives and their families, whilst engaging support for the growth of diversity balance in the capital system.
A woman of many talents, Shãn Sutherland was featured in *Forbes Magazine 2017 Women Business Leaders California edition. In addition to developing investment plans for diversity executives and leadership professionals, she applies a unique gender filter measurement when establishing investment portfolios that emphasize a woman's contribution to corporate decision making and lifelong financial confidence. In 2013, 2016, 2017, 2018, and 2019 , she was recognized by Los Angeles Magazine as a **Five Star (SM) Wealth Manager. Finally, she was recently voted one of ***“L.A.’s 100 Most Fascinating People” by the “Best of Los Angeles Award” community.
**Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,528 Los Angeles area wealth managers were considered for the award; 154 (4 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
***This recognition is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account
*Investments are subject to risk, including the loss of principal. Some investments are not suitable for all investors, and there is no guarantee that any investing goal will be met. Past performance is no guarantee of future results. Socially responsible investing involves the exclusion of certain securities for nonfinancial reasons. This may result in the investor forgoing some market opportunities that may have been available to those not subject to such criteria. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding whether to invest.
**Exchange-traded funds (ETFs) are subject to market volatility, including the risks of their underlying investments. They are not individually redeemable from the fund and are bought and sold at the current market price, which may be above or below their net asset value.
***Exchange-traded notes (ETNs) are unsecured debt obligations that trade on exchanges, often at a significant discount or premium. They are not exchange-traded funds (ETFs) and do not provide an ownership interest in any underlying assets. They are subject to an issuer’s credit risk, as well as to market, default, and liquidity risk.
****All indices are unmanaged, and investors cannot actually invest directly into an index. Unlike investments, indices do not incur management fees, charges, or expenses. Past performance does not guarantee future results