Earth Equity Advisors, LLC

Full Disclosures

RIA Disclosure
Advisory services are offered for a fee by Earth Equity Advisors, LLC. Earth Equity Advisors is a registered investment advisor with the Securities and Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not a guarantee or indicative of future returns. The value of your investment will fluctuate, and you may gain or lose money.
General Disclosures
This website ("Site") is operated and maintained by Earth Equity Advisors, LLC dba Earth Equity ALIGN DIGITAL. Nothing on this Site should be construed as a solicitation or offer, or recommendation, to buy or sell any security. Advisory services are offered for a fee by Earth Equity Advisors, LLC. Earth Equity Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission (“SEC”). SEC registration does not imply a certain level of skill or training. Financial advisory services are only provided to investors who become Earth Equity Advisors, LLC Clients ("Clients") pursuant to a written Client Account Agreement, which investors are urged to read and carefully consider in determining whether such an agreement is suitable for their individual facts and circumstances. Earth Equity ALIGN DIGITAL uses its best judgment and good faith efforts in rendering services to clients, but it cannot warrant or guarantee any particular level of account performance, or that any account will be profitable over time. Investing involves risk. Not every investment decision or recommendation made by Earth Equity ALIGN DIGITAL will be profitable. Past performance is not a guarantee or indicative of future returns. The value of your investment will fluctuate, and you may gain or lose money. All charts, figures, and graphs are for illustrative purposes only. There can be no assurance that a hypothetical, or actual performance shown on the Site, will lead to the expected results shown or perform in any predictable manner. Individuals featured on this Site or portrayed in Earth Equity ALIGN DIGITAL ads are not actual clients of Earth Equity Advisors, LLC.

Asset Custody
Earth Equity ALIGN DIGITAL has contracted with Folio Institutional, a Goldman Sachs company, to custody all client assets. Brokerage, custody and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC.

Folio Financial, Inc, and Folio Investments, Inc. are affiliates of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, “Goldman Sachs”) are engaged in businesses and have interests other than the services provided by Folio Financial, Inc. and its subsidiaries.

Folio Institutional also operates the portfolio engine which creates all client portfolios using Earth Equity's sustainable stock universe as a source of all investment options.
Performance Disclosures
Performance quoted throughout this website represents past performance. Past performance does not guarantee future results, and current performance may be lower or higher than the data quoted. Investment returns and principal will fluctuate with market and economic conditions and investors may have a gain or loss when shares are sold.

Green Sage Sustainability Portfolio performance results reflect model performance and not performance of an actual account, net of actual management fees and transaction costs. Extreme periods of underperformance or outperformance are due to the concentrated nature of the strategy and the impact of specific security selection. Such results may not be repeatable.

All performance and characteristics data are sourced from Morningstar. Earth Equity ALIGN DIGITAL's portfolios may invest in companies with small and medium market capitalizations, which may have more limited product lines, markets and financial resources than larger companies. In addition, their securities may trade less frequently and in more limited volume than those of larger companies. Small or mid-cap stocks may be more volatile than those of larger companies and, where trading volume is thin, the ability to dispose of such securities may be more limited. Earth Equity ALIGN DIGITAL portfolios may also invest in foreign domiciled companies. Investing in foreign securities may involve additional risks, including exchange-rate fluctuations, limited liquidity, high levels of volatility, social and political instability and reduced regulation. Emerging markets are often more volatile than developed markets, and investing in emerging markets involves greater risks. International investing may not be suitable for everyone. An investment in Earth Equity ALIGN DIGITAL portfolios should be considered a long-term investment.

The MSCI ACWI Index captures large, mid and small cap representation across 23 developed markets and 23 emerging markets countries. With over 8,600 constituents, the index is comprehensive, covering approximately 99% of the global equity investment opportunity set. Investors cannot invest directly in this index.

This website is for informational purposes only and should not be construed as legal, tax, investment or other advice. This website does not constitute an offer to sell or the solicitation of any offer to buy any security. Any mention of an individual security is for illustrative purposes only and should not be considered a recommendation to buy or sell any security. The website does not purport to contain all of the information that may be required to evaluate Earth Equity ALIGN DIGITAL and its investment strategies.

Online Service
Clients interested in using Earth Equity ALIGN DIGITAL should be aware of the fact that Earth Equity ALIGN DIGITAL provides its investment services primarily online, although the custodian of assets, Folio Institutional does make client support staff available for consultation as needed by clients on servicing issues. Clients should be able and willing to conduct most of their interactions with Earth Equity ALIGN DIGITAL using electronic methods. Clients agree to receive all documents, notices and updates electronically by email or through their access to Earth Equity ALIGN DIGITAL website accompanied by an email notice.
Blog & Third-Party Disclosures
Earth Equity ALIGN DIGITAL's blog on this Site is for informational purposes only and does not constitute a recommendation to buy or sell securities. You should not rely on this information as the primary basis of your investment, financial, or tax planning decisions. You should consult your legal or tax professional regarding your specific situation. Certain sections of this commentary may contain forward-looking statements that are based on our reasonable expectations, estimates, projections, ,and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict.This Site may contain links to other third-party websites, including links to the websites of companies that provide related information, products, and services. These external links are provided solely for the convenience of visitors to this Site, and the inclusion of such links does not necessarily imply an affiliation, sponsorship, or endorsement of those links. Earth Equity ALIGN DIGITAL does not endorse, approve, certify, or control these external Internet addresses and cannot guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. The performance and composite information shown on this Site uses or includes information obtained from third-party sources. Third-party data is obtained from sources believed to be reliable but Earth Equity Advisors, LLC cannot guarantee the accuracy, timeliness, completeness, or fitness of any third-party data.
Earth Equity, Helping You Align Your Investments With Your Values and Green Sage are registered trademarks of Earth Equity Advisors, LLC. ALIGN DIGITAL and the Earth Equity logo are trademarks and servicemarks of Earth Equity Advisors, LLC. Other third-party marks displayed are trademarks of their respective owners, and the use of such trademarks does not imply an association with those third-parties or an endorsement of any third-party goods or services.