Portfolios that offer flexibility and purpose
Choose the portfolio that is best for you. All of our portfolios offer diversified investments and meet fiduciary standards while being driven by social justice investment principles.
Control how you invest
From a set-it-and-forget-it approach to full control, you decide how you want to invest.
Set your desired retirement income and age, and let
This portfolio will set the right risk profile based on your expected retirement year, becoming more cautious as you age.
Choose a consistent risk profile that is maintained over time.
Directly choose your allocations from a suite of fund options.
Our investment approach
Just Transition effort. Just TransitionCoined by the Climate Justice Alliance, Just Transition is a “vision-led, unifying and place-based set of principles, processes, and practices that build economic and political power to shift from an extractive economy to a regenerative economy.”
Our approach is grounded in the following principles:
- Promote a regenerative economy
- Be accountable to social, racial, economic, and environmental justice
- Screen out active participants in the extractive economy
- Expand access to opportunities that restore community wealth
- Promote diversity and inclusion within all aspects of our client solutions
A Fiduciary Standard
- Client best interests always comes first
- Data-driven approach
- Movement-informed perspective