Investing in Black Owned Businesses

A video interview with CFP® Keith Beverly

In my desire to share more black owned businesses, today I want to introduce you to Keith Beverly, who owns Grid 202 Partners, a Registered Investment Advisor Firm. This guy is impressive! He's one of the only African American advisors in the United States who holds both the CERTIFIED FINANCIAL PLANNER™(CFP®)and Chartered Financial Analyst® (CFA) designations, as well as an MBA. His expertise is in identifying private market investments that deliver financial returns while achieving positive social impact.

In early June, as the news of George Floyd's murder flooded our social media feeds and the nation's conscience, Keith's company put out this blog post on combating systemic racism.

Standing still is never an option so long as inequities remain embedded in the very fabric of the culture. 

- Tim Wise, author of Colorblind: The Rise of Post-Racial Politics and the Retreat from Racial Equity

It goes on to say: "We are outraged at the consistent inequity the black community experiences not only with wealth but with law enforcement, the judicial system, and health care. These disparities have been magnified with the onset of COVID-19 as we witnessed lack of access to government funding, increased number of layoffs/furloughs and a higher mortality rate. Communities of color are reeling from seemingly relentless attacks on our health, civil liberties and financial well being."

Not one to shy away from speaking up, Keith wrote a letter to the CFA Institute requesting discipline for the woman who made a false police report on Christian Cooper, a black man bird watching in New York City's Central Park.

By the way, the beginning was an interview with Keith, and afterwards, we opened it up for questions from some of my clients.

For more information about Keith and his independent Registered Investment Advisors firm, Grid 202 Partners, click on the name or go HERE. In my weekly e-mail newsletters, I'm also featuring other black owned businesses. Please subscribe below to hear about amazing businesses and business owners you can support with your dollars or to just get to know.

With Gratitude,