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

Our Core ESG portfolio seeks to give investors greater exposure to all of the different dimensions of sustainability, such as lower carbon emissions, ethical labor management or greater board diversity. By investing in low-cost ETFs that consider all aspects of ESG investing, we have created a portfolio that will fit most investor profiles who want to be sure they are not invested in companies with poor environmental or social records.

Based upon each client’s unique risk profile, this option will automatically select an asset allocation model out of 12 strategies ranging anywhere from 100% stocks to 20% stocks, all dependent on your risk profile and timeline.  Some examples of funds that are included in this portfolio are the Nuveen ESG Large Cap Growth ETF (NULG) and the Invesco Wilderhill Clean Energy ETF (PBW).  Within this CORE ESG portfolio, clients may own stocks of companies that have strong ESG practices such as Tesla, First Solar, Alphabet and Nvidia.