We believe in the importance of aligning your investments with your values. That's why we never include fossil fuel companies in our portfolios. That means absolutely zero companies that mine, drill, process or transport coal, oil or gas. Not even utility companies that burn coal or gas to generate electricity!
There is power in positive investing - focusing on what you want, not on what you don't want. That's why we make sure our portfolios include alternative energy, energy efficiency, water technology, natural & organic food, technology, green building & real estate, as well as green finance. We also look for companies that are community leaders, take care of their employees and customers, source from responsible suppliers and run ethical businesses.
Not all clients are the same, that's why we've made our portfolios flexible. You can customize your portfolio to make it cruelty free, exclude pharmaceuticals or factory farming.
You can also choose to include people-friendly companies, marijuana, or even higher allocations of renewable energy companies.
We know that a 100% stock portfolio isn't for everybody, so we also offer the opportunity to balance your stock portfolio with sustainable ESG and green bonds. These bonds fund climate change solutions. The amount you have in your account will depend on your risk tolerance.
Innovation is at the core of how we create our portfolios and the companies within them. We seek out businesses that are using innovation to solve the biggest challenges and make the world a better place.
We've created this platform to offer access to responsible investing at a much lower minimum investment than traditional advisories, allowing us to fulfill our vision of Sustainable, Responsible, and Impact (SRI) Investing for all.
Customize your sustainable portfolio to focus on what's important to you!