Our Commitment to
Our name “Global Return” means more than investing globally to generate returns - it also describes our principles.
The word “Global” refers to our community of clients, associates, vendors, the companies we invest in and our environment. The word “Return” refers to our belief that we should return a portion of our good fortune back to our community.
Therefore, we created the
initiative to fulfill our comittment of Purposeful Investing®. For every dollar that a Global Return client donates to an approved nonprofit, Global Return will match that donation up to 10% of the client’s annual management fee.1
Special emphasis is placed on organizations dedicated to enhancing:
• Community needs
• The environment
• Social equality
Please contact us to learn more about our matching donation program for nonprofits important to you.
Approved nonprofits shall only be nonprofit organizations classified as tax exempt under section 501(c)(3) or nonprofit public charities classified as tax exempt under section 509(a)(1), (2) or (3) of the Internal Revenue Code. Specifically excluded from the definition of Approved Nonprofits are: individuals, foundations, political candidates, political parties, political action committees, or any nonprofit organization that, in the sole judgement of Global Return Asset Management, LLC, supports the proliferation of guns, war, tobacco or alcohol. All Double Your Donation® and approved nonprofits are subject to review. The Double Your Donation® matching donation amount is based on the client’s annual management fee and calculated on a pro-rata basis. While all nonprofit organizations will be considered, we place an emphasis on organizations dedicated to empowering under-represented communities and ideas. Special emphasis is placed on organizations dedicated to enhancing community needs, the environment, social equality and animals.