What is your minimum investment?
Our minimum investment is $250,000 for a full-service relationship.
What should I expect as your client?
We carefully curate fossil fuel-free portfolios comprised of socially responsible businesses and environmentally positive sources. Money and finances require mutual trust and open communication; you can rest assured that we take it seriously. We also want to celebrate with you, laugh with you, and give you an enjoyable and stress-free experience.
What is your approach to responsible investing?
Earth Equity’s approach is simple, because it all comes down to three focus points.
We Help You Invest Positively by Asking, “What Do We Want to Own?”
We invest in companies that show leadership and dedication to progressive business practices.
The strategy begins by using a screening process. Excluding fossil fuels from our portfolios frees up capital to support companies that make a positive difference in the world. 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
- Product safety
- Fair & safe workplace
- International human rights
- Community involvement
We Help You Use Your Voice and Power As A Shareholder
We help you use group influence as shareholders to be advocates for better corporate policies. This is done in two ways: direct engagement and proxy voting. We believe that Shareholder Advocacy empowers our clients to be changemakers with their investment dollars.
Shareholder Advocacy Issues Include:
- Environmental Practices
- Corporate Transparency
- Lobbying & Political Spending
- Employment Equality
- Executive Compensation
We Help You Create Positive Change In Your Community (Local and Abroad)
Investing in local economies creates positive social change.
The old adage, “Change begins at home” is true in our hearts. We are passionate about the environment, social good, and local strength.
We work with our clients to direct a percentage of their capital into smaller, community-based investments, both domestically and abroad. These responsible investments provide opportunities to entrepreneurs and community services including healthcare, housing, education and childcare.
What does it mean to divest and reinvest?
Divesting means to remove something and place it (reinvest) in something else. Earth Equity Advisors offers clients the opportunity to invest without owning fossil fuel companies.
Over the past several years, there has been a major push to divest from fossil fuel stocks – coal, oil and gas exploration, excavation and transmission.
Why would an investor want to divest from fossil fuels?
- To align their investments with their values
- To have a voice in public policy and limit influence by well-funded energy companies
- To potentially reduce their financial risk from energy price fluctuations
- To reallocate to more sustainable companies
What are in your portfolios?
We offer diversified mutual fund portfolios free of fossil fuel development, drilling, refining and transmission. All good stuff, none of the bad.
Want to divest and reinvest? We recommend meeting with us to talk about our Green Sage Sustainability Portfolio. It’s a great fit for this financial goal and easy to get started. Whether you’re an individual, multi-generational family, small business or non-profit, we can help you divest and reinvest.
Want more options besides Green Sage Portfolio? We offer diversified mutual fund portfolios that are fossil-fuel-free and aligned with your financial risk personality:
- Global Equity
- Conservative
- Balanced
- Aggressive
What is in the Green Sage Portfolio?
The Green Sage Portfolio consists of a diversified mix of 40-50 global stocks. These stocks are from companies that manufacture sustainable products, provide sustainable services, or have sustainability as a core of their business.
From alternative energy to water technologies, energy efficiency to green building, this portfolio covers the businesses we believe will make a difference.
What if I have more questions?
We recommend you contact us to schedule a complimentary consultation. We’re happy to help!
