An Investment Solution For the Modern Investor

An Investment Solution For

the Modern Investor

It’s Simple and Sustainable for You and the Planet.

Get Started in 4 Easy Steps

  1. Choose from our ESG screened or Environmental Impact options. Hover over each to learn more.

Core ESG icon

Core ESG

ETFs that meet Environmental, Social, and Governance (ESG) requirements.
earth icon

Environmental Impact

Core ESG plus funds that support companies with lower carbon emissions and green projects.

  1. Open your account by selecting the 4 digit Sustainfolio advisor program key associated with your investment theme choice.

Program Keys
CORE ESG – CKTB
ENVIRONMENTAL IMPACT – ZK2F

Then go to the activation page to add the key.

laptop showing Get Started
laptop showing Risk Questionnaire

  1. After activation you'll be asked to answer a few straight forward risk profile questions about your goals and time horizon.

hands levitating money

  1. That's it! Your Sustainfolio (with Schwab as the custodian) is now active and ready for you to deposit funds.

Why the Planet needs Sustainable Investing?

We Build You a Low-Cost Sustainable Investment Portfolio In Just Minutes.

Sustainfolio invests in funds with a focus on combating climate change, preventing environmental destruction, and promoting corporate responsibility.

bulls eye target
Customized

Have a portfolio that’s fully diversified, automatically rebalanced, and optimized to your goals.

branch with leaves
Sustainable

Have confidence that your investments have passed ESG benchmarks for sustainability and environmental impact.

dollar bills
Low Cost

Low minimum of $5,000 to start and no commissions. We charge just 0.50% annual management fee based on your balance.

clock reading 2:00 PM
Quick

Have 10 minutes? In that time, we’ll design, set up, and start the process to manage your account.