An Impact Investment Solution For the Modern Investor
An Impact Investment Solution
for the Modern Investor
It’s Simple and Sustainable for You and the Planet.
How to Get Started
1. Decide Which Investments are important to you?
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. Sign Up for a Schwab Intelligent Portfolio Account
3. After you set up your account, activate your Investment portfolio, using the advisor program code.
4. Once on the Schwab app customize your investment solution.
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.