What we do

Our Portfolio of Services

We have, since 1991, provided comprehensive, objective and independent data on women and minority-owned financial institutions. We provide information and ratings for Brokerage firms, investment banks, and other financial institutions (CDFI's, CDE's, money management firms, venture capital firms, insurance companies, mutual fund companies, and mortgage banking firms owned) by minorities and women. Comprehensive data by group: Asian, African-American, Hispanic, Native American, Women.

Call or email for more information.

  • 202-455-0430
  • info@creativeinvest.com

Practice Areas

Minority Bank Monitor

Comprehensive data on women and minority-owned financial institutions. By Group: Asian, African-American, Hispanic, Native American, Women.

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Minority Broker Review

Information and ratings for Brokerage firms, investment banks, and other financial institutions owned by minorities and women.

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Minority and Women-owned Company Small Business Financing Guide and Workbook, 2016 Edition.

Designed to provide actionable information minorities and women can use to obtain small business financing.

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Office of Minority and Women Inclusion (OMWI) Review

OMWI offices monitor the diversity efforts of 29 Federal agencies, the entities they regulate and agency contractors.

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Equity Crowdfunding for Owners and Investors

Actionable information, strategies and tips women and minority-owned firms can use.

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The JOBS Act: Crowdfunding for Small Businesses and Startups

We help individual, nonprofits and small businesses use crowdfunding to find the capital they need.

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Stock and Bond Investing - online class

Our online class covering stock and bond investing advice. This is the stuff the industry does NOT want you to know.

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Appointment Services

Schedule an appointment to talk one-on-one.

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Testimonial

We provided objective, independent research on women and minority-owned banks used in the management of the largest minority bank programs in the country

Exelon

CFO's Office

We conducted a comprehensive review of all women and minority-owned brokerage firms and investment banks for a major asset management firm as they sought to develop innovative ways to utilize women and minority-owned firms.

The Boston Companies

Trading Desk

We created an innovative, safe, high return portfolio consisting of investments in socially responsible banks in a major utility's service territory.

Pacific Gas and Electric

Cash Management Office