We’re excited to announce that, as of December 1st, more financial advisors than ever can now invest their clients’ assets in our proprietary Green Sage Sustainability Portfolio through our new partnership with SMArtX.
Green Sage is a rigorously screened portfolio with a 9-year track record and is constructed with our nearly 20 years of experience in sustainable, responsible, and impact (SRI) investing. This portfolio seeks to actively invest in solutions that are bringing us forward – such as alternative energy, battery technology, green transportation, finance and building technology, and more. See the fact sheet.*
“At Earth Equity, we are committed to providing investors and advisors with access to truly sustainable and responsible portfolios that align with their values. Our partnership with SMArtX helps to fulfill that and we are thrilled that our signature, fossil-fuel-free, sustainability portfolio is now available for advisors on their platform. The Green Sage Sustainability Portfolio provides financial advisors that are looking for a positive, solutions-based portfolio for their clients. We’ve performed the due diligence so that they don’t have to.” – Peter Krull, Founder and CEO of Earth Equity
Finding new ways to expand access to SRI investment opportunities is a top priority for us. Our partnership with SMArtX is a crucial step forward in realizing our vision of sustainable, responsible, and impact investing for all.
Read more in SMArtX’s press release.
*As with any investment, past performance is not indicative of future results.
About Earth Equity Portfolios
Earth Equity Portfolios is an offering of the Earth Equity brand that provides access to Earth Equity’s diversified SRI portfolios, including the Green Sage Sustainability Portfolio, to select custodial Separately Managed Account (SMA) platforms.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment products and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com