Impactful Portfolios​

We create personalized portfolios that match your values and help you achieve your financial goals through intensive research and an intricate understanding of current social and environmental issues and trends.

Whether you’re an advocate for a singular cause like gun control or care about multiple initiatives, we’re excited to help create an impactful portfolio that’s right for you and your investment goals.

The Environment

Climate change impacts everyone in the world. So do the environmental policies of companies. Our Environment portfolio invests in green companies, alternative and renewable energy companies, and companies promoting sustainability. It avoids oil and fossil fuel companies, companies that aren’t eco-friendly, and nuclear power companies.

Avoids: Oil and fossil fuel companies, nuclear power/ nuclear waste companies, and companies destroying natural resources.

Human Rights & Diversity

Companies confront human rights and diversity issues with employees, communities, customers, and suppliers. Our Human Rights & Diversity portfolio invests in companies that promote fair and equitable working conditions, companies with diverse boards and workforces, companies that offer equal pay for equal work, and companies that care about the safety and well-being of communities.

Avoids: Oppressive regimes, companies with little or no workplace diversity, and companies that have had diversity-related controversies, like sexual harassment or racism.

Peace Efforts

Companies can play a positive role in promoting peace and limiting conflict around the world. Our Peace portfolio invests in companies that don’t support governments or regimes promoting violence and avoids companies directly involved in armed conflicts. 

Avoids: Guns and weapons dealers and manufacturers, companies working with regimes in armed conflict, and companies with known military contracts or war profiteering.

Funds You'll See in Our Portfolios