AIM for Good is the charitable and community-focused initiative of Anselmo Investment Management, created to extend our commitment beyond financial planning and into meaningful, hands-on community impact.

Giving back has always been a core value of our firm - and it’s deeply personal.

Our Story

For more than 15 years, Mark Anselmo, Founder and President of Anselmo Investment Management, and his wife Kathy led a nonprofit created in honor of their son, Nicholas, who was diagnosed with autism. The Our Nicholas Foundation was dedicated to supporting the local autism community through advocacy, resources, and direct support for families navigating special needs.

During that time, Adam Skumawitz, Mark’s partner at Anselmo Investment Management, served as a key Board Member of the foundation. Together, they saw firsthand the power of community, compassion, and guidance—and also recognized a growing need to expand their reach.

Families and individuals were facing challenges that extended beyond autism alone—cancer diagnoses, food insecurity, housing instability, special needs, and financial uncertainty—often all at once.

Why AIM for Good Was Created

In 2022, AIM for Good was established to broaden that impact—while still honoring the foundation built through years of service to the autism community.

AIM for Good exists to support:

 Individuals and families facing life-changing circumstances

 Local nonprofits doing meaningful work on the ground

 Those who need direction in their financial lives, even if they don’t yet have assets to invest

Close up of a  hand reaching out for help

You don’t need to be a client.

You don’t need to have money.

You simply need a place to start.

How We Help

Community & Nonprofit Support

Financial contributions and volunteer involvement with organizations supporting autism, cancer care, food and housing needs, special needs, and other critical causes.

Financial Blueprints for Individuals

Practical, judgment-free guidance for those who need help creating a financial roadmap—budgeting, saving, debt management, and goal setting—regardless of investable assets.

Hands-On Involvement

We believe in showing up. Our team actively volunteers time, expertise, and resources to support causes that matter locally.

Rooted in Purpose. Focused on Impact.

AIM for Good reflects who we are—not just as financial professionals, but as people. It is built on compassion, experience, and the belief that good financial guidance and community support can change lives.

Do good. Give direction. Make an impact.

AIM for Good is a charitable community initiative of Anselmo Investment Management. While supported by the firm, AIM for Good operates separately from Anselmo Investment Management’s investment advisory business and does not offer investment advice, products, or services. Participation in AIM for Good is not contingent upon becoming a client of Anselmo Investment Management.

AIM for Good logo

Local Non Profit Partnerships

Oak Grove center logo
Michelle's Place Cancer Resource Center
Inland Valley Habitat for Humanity
Surfers healing logo