An Investment Solution For the Modern Investor
An Investment Solution For
the Modern Investor
It’s Simple and Sustainable for You and the Planet.
How to Get Started
1. Choose which of these 4 investment themes is important to you!
Hover over each to learn more.
Core ESG
ETFs that meet Environmental, Social, and Governance (ESG) requirements.
Social Impact
Core ESG Impact plus funds that support companies with strong diversity policies.
Environmental Impact
Core ESG plus funds that support companies with lower carbon emissions and green projects.
Governance Impact
Core ESG Impact plus funds that support companies with ethical wages and political lobbying.
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
SOCIAL IMPACT – C5C3
GOVERNANCE IMPACT – SVPV
3. After activation you’ll be asked to answer a few straight forward risk profile questions about your goals and time horizon.
4. That’s it! Your Charles Schwab Inc. account is now active and ready for you to fund.
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.
Customized
Have a portfolio that’s fully diversified, automatically rebalanced, and optimized to your goals.
Sustainable
Have confidence that your investments have passed ESG benchmarks for sustainability and environmental impact.
Low Cost
Low minimum of $5,000 to start and no commissions. We charge just 0.50% annual management fee based on your balance.
Quick
Have 10 minutes? In that time, we’ll design, set up, and start the process to manage your account.