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You don’t have to sacrifice financial returns to make an impact.

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Build a portfolio that promotes companies that share your values while excluding those that don’t.

OUR INVESTMENT PROCESS

Get your personalized portfolio

You don’t have to sacrifice financial returns to make an impact. Your diversified portfolio is curated within seconds with your values in mind, so you can do well and do good.

Universe of Companies

There are tens of thousands of companies that you could invest in. The selection is vast and can be overwhelming.

ESG Screening

We select investment funds that are committed to high-quality environmental, social and governance (ESG) standards.

Sustainability Research

We rank best-in-class funds based on their financial and sustainability profile, including transparency and accountability and impact.

Personalized Portfolio

We curate you a unique portfolio from over 100k possible combinations based on your goals, risk profile, and impact profile.

STEP ONE

Set your investment goal

Plan for Success

Research shows that people who plan are more likely to achieve their goals. That’s why we deliver digestible goals-based advice for your money.

Your fully diversified portfolio is curated within seconds with your values in mind, so you can do well and do good.

STEP TWO

Select your values

No Compromises

Divest if you don’t want to invest in companies that extract and produce coal, oil or natural gas. Or influence company policy to support the transition to a low-carbon economy through active ownership.

Select Exclusions

Exclude companies engaged in activities including fossil fuels, deforestation, civilian firearms, private prisons and more. This way you can guarantee your money doesn’t contribute to these practices.

Rank Your Values

Select the top 3 values that you care most about, from gender and racial equality, green energy, affordable healthcare, and more. We’ll weigh these in your portfolio for maximum impact.

STEP THREE

Track your impact

No Greenwashing

We use industry best practices to calculate impact. Our methodology is aligned with the Global Impact Investing Network’s (GIIN) recommendations and follow the norms of the Impact Management Project.

Our personalized impact tracking will help you measure the difference you’re making in the world.

Want to see how we measure your impact?

Get started in 5 minutes

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