DOC PARTNERS
INVESTMENT ADVISORY SERVICES
In addition to being a primary investor, Doc Partners works with individual and institutional investors, donor advisors, donor advised funds, foundations and other socially conscious investment professionals, offering opportunities to participate in media
distribution, public education and outreach.
INVESTOR & DONOR ADVISORY SERVICES:
Services include:
1. Investment: Developing investment and asset
allocation plans to suit investor goals and financial planning needs.
2. Sponsorship: Identifying marketing and
branding opportunities that support media projects for social change.
3. Leveraged strategies to maximize the impact and outcomes of socially conscious investing and philanthropic giving.
4. Professional due diligence on a project by
project basis.
METHODOLOGY:
Doc Partners chooses projects that exhibit a unique combination of artistic talent and professional management capabilities and have widespread
distribution, social impact and public education potential. Vital components include
collaborative outreach campaigns, cost effective methods of achieving its goals and the ability to achieve modest return of investment and return on investment within a relatively short term time frame.
Contact Doc Partners