Equity Strategies

We offer a total of four individual equity portfolios.  Earth Equity Advisors' Signature Fossil-Fuel-Free Equity Portfolio, the Green Sage Sustainability Portfolio. Through our partnership with Green Alpha Advisors, we offer three of their sustainable strategies, the Next Economy Index, the Sierra Club Portfolio, the Growth & Income Portfolio and the Next Economy Social Index.

 
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Green Sage Sustainability Portfolio

The Green Sage Sustainability Portfolio is our Signature Fossil Fuel Free individual equity portfolio. It is an all-cap global collection of sustainable companies. The portfolio was created in December of 2012 after a client requested a "basket of sustainable stocks." Earth Equity CEO, Peter Krull, ran with the idea which is now available to you through MMX.

 

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Green Alpha Next Economy Index**

The Next Economy Index is a passively managed index designed to reflect and benchmark the Next Economy™ – the unfolding, innovation-driven, sustainable economy. Because the Index tracks the growth of the Next Economy, all stocks that pass Green Alpha’s two-stage investment process are included in the portfolio’s annual rebalance. Like all Green Alpha portfolios, the Next Economy Index is a fossil fuel free, all-cap, cross-sector, global equity strategy. 

 

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Sierra Club® Green Alpha**

The Sierra Club® Portfolio is a unique blend of Green Alpha’s Next Economy process and the Sierra Club’s proprietary environmental and social investment criteria. As a result, every portfolio holding is a forward-looking, Next Economy innovator with a Sierra Club-approved environmental and social history. Like all Green Alpha portfolios, the Sierra Club Portfolio is a fossil fuel free, all-cap, cross-sector, global equity strategy.

 

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Green Alpha Growth & Income**

The Growth & Income Portfolio is designed for investors who desire the powerful combination of growth and income within one portfolio. The strategy seeks to provide long-term capital appreciation without excess volatility, while delivering dividend income at rates higher than the broad equity market. Like all Green Alpha portfolios, the Growth & Income Portfolio is a fossil fuel free, all-cap, cross-sector, global equity strategy. 

 

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Next Economy® Social Index**

The Next Economy® Social Index is an actively researched, passively managed portfolio designed to harness the powerful long-term performance potential of Next Economy companies run by diverse teams. To manage the Social Index, Green Alpha applies unique gender and social inclusion criteria to their largest basket of innovators. Like all Green Alpha portfolios, the Social Index is a fossil fuel free, all-cap, cross-sector, global equity strategy.

 

*All Earth Equity Advisors individual stock portfolios for MMX, including Green Alpha portfolios have a $25,000 minimum investment and 60bps management fee.

**The Green Alpha portfolio descriptions included above are presented for informational purposes only and should not be construed as legal, tax, investment or other advice. The portfolio descriptions do not constitute an offer to sell or the solicitation of any offer to buy any particular security. Green Alpha is a registered trademark of Green Alpha Advisors, LLC. Green Alpha Advisors, LLC also owns the trademarks to “Next Economy” and “Investing for the Next Economy.” Green Alpha Advisors, LLC is an investment advisor registered with the U.S. Securities & Exchange Commission. Registration as an investment advisor does not imply any certain level of training or skill. Please refer to http://greenalphaadvisors.com/about-us/legal-disclaimers/ for additional important legal information.

Sierra Club, SIERRA CLUB, the Sierra Club logos and “Explore, enjoy and protect the planet.” are registered trademarks of the Sierra Club.