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 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.