The Work Index by Flexa

United Fund Advisors

United Fund Advisors is a financial services company that provides tax-advantaged investment capital and advisory services for community development projects.

https://www.unitedfundadvisors.com/
5.2

/10

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Description

United Fund Advisors (UFA) is a financial services company that provides tax-advantaged investment capital and advisory services for community development projects. Their mission is to "create opportunities for profitable investments, which enhance social and environmental yields." UFA invests in projects that create jobs, improve quality of life in distressed communities, and contribute to a sustainable future. They work with a variety of partners, including community leaders, small business owners, non-profit organizations, policymakers, financial advisors, and investors, to structure financing for projects that make a real difference.

UFA has a strong commitment to social responsibility. As a Certified B Corporation, they prioritize employee well-being by offering competitive wages, benefits, and opportunities for professional development. UFA also actively encourages employee volunteerism and donates to local non-profits. They have a proven track record of success, with over $2 billion of assets under management and a portfolio of impactful projects across the country.

Flexibility

United Fund Advisors offers a flexible work environment, allowing employees to contribute to the organization's mission while balancing personal obligations. The company encourages volunteerism by providing paid time off for up to 40 hours of volunteer work each year. This commitment to work-life balance fosters a positive and supportive work culture.

Benefits

United Fund Advisors offers employees a comprehensive benefits package that includes competitive wages, employer-sponsored healthcare, an employer-matched 401(k) plan, tuition reimbursement, profit sharing, and paid time off for volunteer work.

Enhanced parental leave

Mission

United Fund Advisors (UFA) is a fund manager and financial services company that provides tax-advantaged investment capital and advisory services for community development projects throughout the country. Driven by a triple bottom-line mission to create opportunities for profitable investments that enhance social and environmental yields, UFA collaborates with partners to develop projects that deliver long-standing value to their communities. They strive to create or maintain quality jobs, promote environmental sustainability, and contribute to enriching the lives of the most vulnerable and underserved members of society.

Environmental impact driven
Improving quality of life/health
Social impact led
Sustainability

Culture

United Fund Advisors fosters a culture of social responsibility and impact, emphasizing collaboration with community partners to create opportunities for profitable investments that benefit both the environment and underserved communities. They walk the walk by prioritizing quality jobs, environmental sustainability, and employee well-being, offering competitive wages, benefits, and even paid volunteer time. This commitment to a triple bottom line creates a workplace where employees feel valued and contribute to meaningful change.

Collaborative
People-first
Progressive
Supportive

DE&I

United Fund Advisors prioritizes diversity, equity, and inclusion in all aspects of its operations. They are a Certified B Corporation, demonstrating their commitment to social and environmental responsibility, and offer competitive wages, healthcare, a 401(k) plan, tuition reimbursement, and profit sharing to their employees. UFA encourages their employees to volunteer in their communities and financially supports local non-profits working to improve the lives of vulnerable and underserved members of society. Their commitment to diversity extends to their investments, as they prioritize projects that benefit low-income communities and create quality jobs for underrepresented groups.

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