At RIA in a Box, we strongly encourage our employees to take an active role in local communities and to pursue personal interests outside of the office. We strive to create a work experience that begins internally and projects externally through all our actions. Starting in 2017, we implemented the Bucket List Challenge program for all of our team members. The rules are simple, provide 30 days advanced notice of the activity you plan on completing, and after the event, you have to post pictures. As part of this initiative, each year RIA in a Box makes a modest contribution to charities selected by our team members.
As a result of the 2017 Bucket List Challenge, RIA in a Box and their employees supported the following causes:
- American Cancer Society
- American Red Cross
- Ariva
- ASPCA
- Austin Pets Alive
- Bowery Residents’ Committee
- Friends of Animals
- JDRF – Type 1 Diabetes Research Funding Agency
- The Michael J. Fox Foundation
- Holland’s Opus Foundation
- The Music Settlement
- Jude’s Children’s Research Hospital
- Susie’s Senior Dogs
- University of Michigan Hartwick Family Architecture Scholarship Fund
- Urban Pathways
- Wounded Warrior Project
In addition, following a recent volunteer day with the Cleveland Food Bank, one of our company initiatives for 2018 will be to establish dedicated “community days” for our team members to volunteer as a group at local charities.
Lastly, we’d also like to be more actively involved with local educational institutions to further support the broader registered investment adviser (“RIA”) industry. We’ve recently embarked on a project with the University of Akron’s Financial Planning program in tandem with the upcoming 2018 T3 Advisor Conference and will look to explore more similar opportunities in 2018.
To learn more about why each of our employees selected specific causes and how you can get involved, please visit our page here.