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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.

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Core ESG

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

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

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

Then go to the activation page to add the key.

Program Keys

CORE ESG – CKTB
ENVIRONMENTAL IMPACT – ZK2F
laptop showing Get Started
laptop showing Risk Questionnaire

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

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4. 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.

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Customized

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

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Sustainable

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

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Low Cost

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

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Quick

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