Earth Equity Advisors launches new tool for investors looking for sustainable, responsible portfolios

Press release from Earth Equity Advisors:

Independent Registered Investment Advisor and certified B corporation Earth Equity Advisors (Earth Equity) today launched ALIGN DIGITAL (ALIGN), one of the first entirely sustainable, responsible, and impact (SRI) robo-advisors, elevating the traditional environmental, social, and governance (ESG) standards. Founded by responsible investing experts with more than 16 years of experience, ALIGN creates custom SRI portfolios designed to reflect any investor’s values.

ALIGN’s investment universe is comprised of nearly 500 SRI stocks that have been hand-selected by Earth Equity’s proprietary research and rigorous criteria. To get started, investors choose from four goals: saving for retirement, a major purchase, a child’s education, or simply building wealth. Within minutes, ALIGN generates a fully customized portfolio based on a series of simple questions around the investor’s financial situation, risk tolerance, time frame, and impact preferences.

Investors can then further customize their portfolio with an emphasis on one or more of the following SRI themes: renewable energy, gender equity, and companies that are people-friendly, farm-friendly, and cruelty-free. In addition, investors can exclude pharmaceutical firms or include cannabis companies. The result is diverse, unique, well-balanced portfolios that give investors who adhere to the recommendations a high chance of reaching their goals, while making the impact they want on our planet, society, and future.

“At Earth Equity Advisors, we have been providing our clients with sustainable and responsible portfolios for over 16 years,” says Peter Krull, Earth Equity CEO and Director of Investments. “With the launch of ALIGN DIGITAL, we can now offer access to responsible investing at a much lower minimum investment, allowing us to fulfill our vision of sustainable and responsible investing for all.”

ALIGN is powered by Folio Financial (Folio), and the launch of ALIGN reflects an ongoing partnership between the two firms. Earth Equity’s SMA Portfolios are available on Folio’s Model Manager Exchange, which offers thousands of models from some of the industry’s top brands, including SRI-oriented firms like Earth Equity. Offers include the Green Sage Sustainability Portfolio, Earth Equity’s Signature fossil fuel-free individual equity portfolio, as well as diversified fund and ETF portfolios.

For more information about ALIGN DIGITAL, please visit http://www.earthequityalign.com.

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