Each portfolio features full diversification, state-of-the-art asset allocation, ongoing monitoring, asset class rebalancing, and easy to read performance reports by Morningstar.
In addition to rigorous financial screens, EarthFolio accounts are also actively involved in shareholder advocacy and social and environmental screening. These additional screens work in either a negative or positive role. Negative screens focus on lessening or avoiding companies that are involved in controversial practices such as sweatshops, tobacco, weapons and pollution. Positive screens, on the other hand, seek companies and industries that display strong track records on issues of sustainability and social progress.
Industries sought by positive screening include: renewable energy (wind power, solar power and biofuel), organic farming, energy conservation, green construction, and many other leading edge green technologies.
Underlying mutual funds and ETFs within EarthFolio represent some of the most respected names in socially responsible investing* such as Calvert Funds, Domini Social Equity Funds, Sierra Club Funds, Pax World Funds, Parnassus Investments, Ariel Mutual Funds, Citizen’s Funds, Winslow Green Growth Fund, Portfolio 21, MMA Praxis, New Alternatives and PowerShares WilderHill Clean Energy.
EarthFolio models come in four distinct portfolio objectives. They are EarthFolio Conservative, EarthFolio Balanced, EarthFolio Growth, and EarthFolio Aggressive. EarthFolio models have a minimum investment of $50,000 and can be used for IRA rollovers, Roth rollovers, 401k rollovers, 403b rollovers, Trusts, and a variety of individual and institutional accounts.
* Socially responsible investing, or SRI as it is referred, to is also known as Green Investing, Socially Conscious Investing, Sustainable Investing.
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