Simple Sustainable Investing

Sustainfolio Creates Low-Cost Portfolios Unique to Your Risk Profile and Goals..All While Focusing on Social and Environmental Issues. 

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

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

Sustainfolio pre-screens all of the ETFs (exchange traded funds) in the portfolios that we recommend, so you can rest assured that your investments are supporting the environmentally responsible businesses that are best positioned for growth. All funds have Environmental, Social, and Governance (ESG) requirements.

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.

Choose your Impact.
ESG Portfolio Choices

Core ESG

The Core of ESG

This globally diversified portfolio is designed to help you reach your goals while investing in ETFs that meet Environmental, Social, and Governance (ESG) requirements. 

Environmental Impact

A Tilt Towards the Environment

This offering is based on the Core ESG Impact but adds funds that support companies with lower carbon emissions and the funding of green projects.  

Social Impact

A Tilt Towards Social Issues

This offering is based on the Core ESG Impact but adds funds that support companies with strong diversity policies.

Governance Impact

COMING SOON. A Tilt Towards Governance

This offering is based on the Core ESG Impact but adds funds that support companies with strong records of executive compensation relative to employee wages, political lobbying and corruption.

Core ESG

The Core of ESG

This globally diversified portfolio is designed to help you reach your goals while investing in ETFs that meet Environmental, Social, and Governance (ESG) requirements. 

Environmental Impact

A Tilt Towards the Environment

This offering is based on the Core ESG Impact but adds funds that support companies with lower carbon emissions and the funding of green projects.  

Social Impact

A Tilt Towards Social Issues

This offering is based on the Core ESG Impact but adds funds that support companies with strong diversity policies.

Governance Impact

COMING SOON. A Tilt Towards Governance

This offering is based on the Core ESG Impact but adds funds that support companies with strong records of executive compensation relative to employee wages, political lobbying and corruption.  

Get the Schwab Intelligent Portfolios App

Overseen by Sustainvest Asset Management, an investment advisory firm fully dedicated to sustainable and responsible investing since 2013.  SustainFolio allows its clients to establish a portfolio based on their tolerance for risk and their aspirations for building wealth using sustainable low cost ETFs. Sustainfolio portfolios are held at Charles Schwab and Co., Inc. making it easy for you to access your accounts.