OUR 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 like diversity initiatives and combating climate change, we can create the personalized portfolio that’s right for YOU.

Our Peace portfolio is perfect if you’re looking to invest in peace and divest from guns and war. This includes investing in conflict resolution and international relief efforts and avoiding gun manufacturers and companies that partner with oppressive regimes.

If you’re looking to combat climate change this portfolio is right for you. It addresses environmental and sustainability efforts and includes environmental investments, eco-friendly companies, and green investments. It also avoids oil and fossil fuel companies.

For those that want to fight for human rights, this is the portfolio for you. It addresses issues like companies that take advantage of sweatshops and unjust labor and avoids companies that profit off governments that suppress free speech. One impact example is the divestment in Sudan Darfur.

This portfolio includes companies that support gender and racial diversity initiatives, including board and workforce diversification and equal pay for equal work. It avoids companies with records of diversity related controversies, including those related to sexual harassment.

With over 400 socially responsible mutual funds available to choose from we’ll find the option that fits your
financial goals and values. Here are just some of our portfolio partners:

  • Portfolio 21 Global Equity
  • Ariel Fund
  • Brown Advisory Sustainability Advisor
  • Parnassus Fixed Income
  • Calvert Barclays U.S. Aggregate Bond
  • Calver Bond
  • Neuberger Berman Socially Responsible Investor
  • Parnassus Core Equity Investor
  • PAX Balanced Fund
  • PAX ESG Beta Quality Fund

We’ve worked with these funds for years and have created portfolios by choosing the best of what each fund has to offer. With IRA, 401K, 403B, UTMA, and individual accounts, we’ll help you invest for now. and the future.

Invested Interests, LLC is a registered investment advisor (RIA). We follow a strict set of rules designed to protect our investor’s accounts. We partner with one of the largest online investment companies TD Ameritrade. Securities in your account are protected by SIPC up to $500,000 and FDIC up to $250,000.

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