Knowledge is Power
The Earth Equity Impact X-Ray helps you know what you own
Earth Equity advisors has been managing my personal portfolio since 2017 when I decided that it was time for me to have my investments align with my values, particularly around divesting from fossil fuels. I interviewed 7 different investment managers and Pete Krull and EEA stood out above the others. Pete and Neil have been responsive to all of my questions and offered excellent advice on financial planning and investments. EEA stays on top of what is going on in the financial markets and ESG world. My portfolio with them has provided me excellent returns while being totally divested from fossil fuels. I trust them implicitly and sleep well knowing I am making a difference while making money. – Krista K.
This testimonial was provided by a current client on July 16, 2021. The client was not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
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If your portfolio is over $250,000, we make it easy to know what you own.
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Wouldn’t it be nice to see what’s under the hood?
Prospective clients have been coming to Earth Equity Advisors for nearly 20 years with the intention of transitioning from traditional investments to a sustainable, responsible and impact portfolio. One of the most frequent things these folks tell us is that they’re not sure what they own in their current portfolios. Our Impact X-Ray will let you know.
Most investors own mutual funds or exchange traded funds (ETFs). These securities are made up of other investments such as stocks and ESG bonds. The problem is that it’s not easy to see what these underlying company stocks are.
- Do you own fossil-fuel companies?
- Do you own weapons manufacturers?
- Do you own tobacco companies?
- Do you own nuclear?
Our Impact X-Ray answers these questions, shows you percentage breakdowns by sector, and lists every company in each category. There’s nowhere to hide in this report.
Most prospective clients are shocked to see how much of their portfolios are invested in companies that they would never choose on their own. We can help you fix that.
