Skip to main content

ONE-ON-ONE CALL

Let’s talk.

We’d love to learn more about your investing goals and answer any questions that you have about working with Nia. Our team is happy to help you decide which portfolio(s) are a good fit for you.

Nia Onboarding

Required signatures.

We’ll start with having you sign Nia’s Investment Management Agreement (IMA) & Client Profile.

Custodian Onboarding

It’s time to invest.

We’ll walk you through the next steps of opening and funding a new account at the custodian of your choosing. Once this is complete, we invest your account.

Ongoing Support

We’ve got you covered.

We email quarterly updates with portfolio performance data, a factsheet and impact reporting. You can contact our team at any time with questions about your account.

See You Later

You are now leaving the Nia Impact Capital website and going to the Nia Impact Funds website.