The OJC will invest your donations in our account at Charles Schwab.
The OJC collaborates with Equinum Wealth Management, an affiliate of Roth&Co, on all investment strategies. Investing your donations can potentially increase their value, thereby increasing your charity capabilities.

Equinum manages five portfolios on behalf of OJC donors

Choose from our conservative to aggressive models. We also have customized portfolios available for donations above $250,000.

Invest your OJC contributions

The process for investing your OJC account is a simple one.
01

Contribute money to your OJC account.

02

Receive your tax deduction based on the deposit.

03

Choose from our five ETFs or, if you invest $250,000 or more, we can create a custom portfolio.

04

Make a minimum investment of $5,000.

05

The donor can sell even when he has a positive balance. When the account gets negative OJC sells $5000 of the investment automatically.

06

The cash is deposited into your account. Then recommend to any charity you want.

Find out more

To discuss our portfolios or to create a custom portfolio, contact us at
718-599-1400 Ext. 104, and setup a consultation with our associate
Equinum Wealth Management, an affiliate of Roth&Co.

Disclaimer: Equinum LLC is a registered investment advisor. Registration does not imply any level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk, including loss of principal. Investment recommendations shall not constitute legal or tax advice, analysis or opinion. Be sure to consult tax and legal professionals regarding your specific situation. Upon request, Equinum will consult with your tax and legal professionals with respect to your investment strategy.

Past performance does not guarantee future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable. Changes in investment strategies, contributions or withdrawals, and economic and market conditions will materially alter the performance of your account. All investing involves risk of loss including the possible loss of all amounts invested. Equinum LLC is affiliated with and partly owned by Roth & Co., LLP, an accounting firm.