If you want to incorporate and provide sustainable investing strategies
and solutions to your clients, the Earth Equity team has you covered!
Sustainable investing continues to be one of the fastest-growing segments of the investment management industry. According to a Morgan Stanley research report, 84% of individual investors in the US, and 96% of millennial investors are either somewhat or very interested in responsible investing.
Since 2004, Earth Equity Advisors has specialized in helping clients align their investments with their values through responsible investing.
Our team brings an immense amount of experience, expertise, and passion to their roles, and they are here to guide and support you every step of the way. Whether you have questions, need assistance, or simply want to connect, please don’t hesitate to reach out!
Our SRI Solutions
The experienced Earth Equity team is here to help you make the transition to a fossil-fuel-free, sustainable, responsible, and impact investment portfolio. For the past 20 years, Earth Equity has walked clients through the process of divesting from polluting and irresponsible companies and reinvesting in solutions-based companies that are the leaders of the New Economy.
Our team is uniquely qualified to both help you invest in a more sustainable way while providing comparable investment performance.
Our Portfolios
We believe that asset allocation – the overall mix of asset types within your portfolio is an important determinant in your portfolio’s behavior. Below is a list of our different portfolio options. If you would like to learn more about our portfolios, please reach out to the Earth Equity team.
- Individual Equity Portfolio: Green Sage Sustainability Portfolio
- Asset Allocation: Sustainable Global Conservative
- Asset Allocation: Sustainable Global Balanced
- Asset Allocation : Sustainable Global Aggressive
- Asset Allocation: Sustainable Global Equity
Portfolio fees
If you are interested in additional information about our fees, please contact us by calling 828-276-1600 or emailing us at pete@earthequityadvisors.com.
