Partner and financial adviser,
Common Interests Financial
- Wanted to be Errol Flynn growing up.
- Is active in two tabletop role-playing groups.
- Guilty pleasure is comfort foods, like homemade pasta.
As sustainable investing gains momentum and is starting to rise in prominence among advisers’ clients, Max Mintz is increasingly becoming a force for good.
“We engage in client-driven advocacy so that when they come to us with sustainability issues, we can be champions for them,” said Mr. Mintz, partner and CIO at Common Interests Financial, a hybrid firm in Metuchen, N.J.
He offers his advisory firm’s services to those with low assets on an hourly basis, depending on income, while high-net-worth clients are charged based on assets under management.
“Our mission is to democratize impact investing,” Mr. Mintz said.
Common Interests Financial was certified as a B-Corp, after nonprofit B-Lab’s free assessment, which certifies the impact that companies have on their workers, customers, suppliers, the community and the environment.
“Our company operates at the same high standards we hold our investments to,” Mr. Mintz said.
That standard includes operating the office on wind power and offering free financial planning to federal employees who were without pay when the government shut down earlier this year.
“It’s the least the firm can do, because federal government employees should not bear the brunt of political brinkmanship,” Mr. Mintz said.
— Juliette Fairley