Planet protector
Environmental stewardship and responsible use of land, water and air.
WealthBuilder Portfolios
Invest in the future you want to help build.
Sustainable portfolios seek competitive financial returns while directing capital toward companies advancing climate action, environmental stewardship and societal well-being.
Explore Sustainable InvestingAction-Driven Investing
A clear route from values to a portfolio.
Sustainable investing begins with what matters to you, then applies long-term research to the companies and sectors helping shape a more resilient future.
- 01
Define your lens
Complete a values questionnaire to clarify the sustainability and social issues most important to you.
- 02
Research the themes
Identify businesses positioned around major environmental, technological and social shifts.
- 03
Construct with discipline
Build a diversified portfolio of equities, bonds and ETFs for a three- to five-year horizon.
Thematic Research
Explore the areas of change.
Choose a theme to see the investment activity the Sustainable Investing approach considers.
Long-termOpportunity
01 / Investment Theme
Climate & Energy
Renewable and clean energy, carbon capture, and the systems that move power where it is needed.
- Solar, wind & geothermal
- Power-grid networks
- Carbon capture, utilization & storage
Values-Based Investing
Your priorities belong in the conversation.
Peace advocate
A preference for resilient systems and constructive economic progress.
Human-rights defender
A focus on human well-being, opportunity and social needs.
Renewable-energy champion
A focus on energy transition, efficiency and climate action.
Portfolio Details
Purposeful investing, professionally managed.
Long-term thematic focus
Research seeks companies adapting to — and helping shape — durable economic, technological and social change.
Customized around your values
Your questionnaire helps determine the sustainability and social priorities that guide your portfolio.
$50,000 minimum
Fee-based advice with no commissions for Sustainable Investing portfolios.
Next Steps
Make your values part of your investment plan.
Schedule a complimentary conversation with Beth Wahlig, Director of Sustainable Investing, to explore what a values-based portfolio could look like for you.
Schedule with Beth