At Earth Equity Advisors, we know that it matters how you invest your money. That's why we offer only Socially & Environmentally Responsible investment portfolios.
We employ a systematic, disciplined approach to investment management, creating well-rounded, diversified portfolios that matches our client’s needs - and values!
We're proud that our due diligence process for investment managers has been recognized by the United Nations Principles for Responsible Investing (PRI) program as a best practice in their 2010 Annual Report on Progress.
And, as a fee-only Registered Investment Advisor and Fiduciary, it's important to know that we always put our clients' interests first.
We invest in companies that show leadership and dedication to progressive business practices.
The strategy begins by using a screening process. This means that the portfolio is inclusive of best-in-class companies while excluding the worst corporate offenders. This is based on a number of metrics including:
Environmental track record & sustainability
Corporate governance, business ethics & transparency
Fair & safe workplace
International human rights
We use our influence as shareholders to be advocates for better corporate policies using direct engagement and proxy voting. We believe that Shareholder Advocacy empowers our clients to be changemakers with their investment dollars.
Shareholder Advocacy Issues Include:
We work with our clients to direct a percentage of their capital into smaller, community-based investments, both domestically and abroad. These investments provide opportunities to entrepreneurs and community services including healthcare, housing, education and childcare.
Investing in local economies creates positive social change. Investing in the community is investing in the future. The old adage "Change begins at Home" is true in our hearts. We are passionate about the environment, social good and local strength. Contact us to learn more.