Appleseed Capital Named One of ‘Best Places to Work’ for Financial Advisors by
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About InvestmentNews and the Selection Process
InvestmentNews considered registered investment advisors and broker-dealers. Advisors were invited to complete an application, and a third-party agency delivered surveys to firms’ employees and tabulated confidential ratings. The survey for employees was optional, and firms had to have a sufficient number of employee responses to be considered. Appleseed Capital is not affiliated with InvestmentNewsand has not made any payment for participation in this survey. The results are not indicative of future performance and rankings of this kind are only one of many factors relevant in determining whether to retain an investment adviser. The results may not be representative of any one client’s experience. Please contact InvestmentNews for further information about the methodology of the survey.
About B Corp Certification
B Corporation is a certification that requires the completion of an impact assessment and receiving a score of at least 80 out of 200 points. Firms must also complete a legal requirement specific to their corporate structure and state of incorporation and sign the B Corp Declaration of Independents and Term Sheet. B Lap is a nonprofit organization that coordinates the B Corp certification. Appleseed Capital is not affiliated with B Lab. The firm pays a small annual membership fee to support the B Lab organization and its efforts to create a global movement of people using business as a force for good™. The certification is not indicative of future performance and is only one of many factors relevant in determining whether to retain an investment adviser. The certification may not be representative of any one client’s experience. Please contact the B Lab for further information about the B Corps.
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund’s prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund’s prospectus by calling 1-800-470-1029.
The Appleseed Fund is distributed by Unified Financial Securities, LLC.