Our Portfolios

We offer four diversified mutual fund portfolios plus an ETF-based income portfolio. All are based on our proprietary asset allocation model, designed to customize the risk versus return balance for your clients. All are fossil fuel equity free, global in scope and include an alternative allocation. In addition, they use Earth Equity Advisors' positively screened socially and environmentally responsible strategy, which goes beyond traditional SRI strategy of simple exclusion and asks the question: "What do we WANT to own?" 

Global Equity

The Global Equity Portfolio is a 100% equity strategy which includes alternatives. It is monitored monthly and adjusted tactically. The goal of this portfolio is to maximize growth using a mix of global investments. 

Core Aggressive

The Global Aggressive Portfolio is a higher risk asset allocation strategy, typically around 70% equities. It is monitored monthly and adjusted tactically. The goal of this portfolio is to maximize growth for more risk-tolerant investors. 

 

Core Balanced

The Global Balanced Portfolio is a moderate risk asset allocation strategy, typically between 50% - 60% equities. It is monitored monthly and adjusted tactically. The goal of this portfolio is to maximize growth and income without exposing most "middle of the road" investors to more risk than they are comfortable with. 

Core Conservative

The Global Conservative portfolio is a conservative risk asset allocation strategy, typically around 30% - 40% equities. It is monitored monthly and adjusted tactically. The goal of this portfolio is to minimize volatility while providing some growth and income for more conservative investors. 

 

*All Earth Equity Advisors fund portfolios for MMX, have a $25,000 minimum investment and 60bps management fee.