WELCOME

Earth Equity MMX Portfolios

Socially & Environmentally Responsible Investment Management

For E*Trade Advisor Services Clients

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Socially and environmentally responsible investing continues to be one of the fastest growing segments of the investment management industry. According to a Morgan Stanley research report, 75% of individual investors and 86% of millennial investors are either somewhat or very interested in responsible investing.

Since 2004, Earth Equity Advisors has specialized in helping clients align their investments with their values through responsible investing.

We are pleased to offer our diversified, fossil-fuel-free, investment portfolios to E*Trade Advisor Services clients through the Money Manager X-Change (MMX) program.

Click Here for the Earth Equity Brochure MMX Brochure

 

 
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FOSSIL-FUEL-FREE PORTFOLIOS

We believe in the importance of aligning your investments with your values. That's why we have divested from fossil fuel companies in all of our portfolios - that means companies that mine, drill, process or transport coal, oil or gas. 

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POSITIVE, SOCIALLY RESPONSIBLE

There is power in positive investing - focusing on what you want, not on what you don't want. That's why we make sure our portfolios include alternative energy, energy efficiency, water technology, natural & organic food, technology, big data & internet of things, green building & real estate and green finance. We also look for companies that are community leaders, take care of their employees and customers, source from responsible suppliers and run ethical businesses.

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SHAREHOLDER ADVOCACY

We team up with investment managers who understand the power of shareholder action. By aggregating the value of our shares, we have a voice and can push companies to be better corporate citizens. From political spending to climate change transparency and beyond, shareholder advocacy has been proven to be a positive strategy - making companies more responsible.

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COMMUNITY INVESTMENTS

A portion of portfolios are dedicated to supporting smaller, community-based investments, particularly small banks and credit unions. These investments include low income housing, energy efficiency upgrades, healthcare and job retraining and support.

 

Equity Portfolios

We offer four diversified individual equity portfolios to meet the different needs of your clients, each one focused on Sustainable and Responsible Investing.

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Diversified Fund Portfolios

Our diversified mutual fund and ETF portfolios are a complete risk-balanced solution for your values-based clients, utilizing modern portfolio theory and Earth Equity Advisors' proprietary asset allocation models.

 
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Educate Yourself & Your Clients

Resources to help you communicate with your clients about socially and environmentally responsible investing. 

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You have Options

Why Earth Equity Advisors?

 

Since 2004 Earth Equity Advisors, has been helping clients align their investments with their values.® As a Certified B Corporation, we are dedicated to serving our diverse stakeholder base: clients, employees, suppliers, and the communities we serve. We are proud to only offer fossil-fuel-free investing options.  Find out more

 
 
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Our People

Driving Earth Equity Advisors forward.

Our Strategies & Tactics

Earth Equity's strategy, tactics and positive investing focus.


 

Help Your Clients Invest With Their Values

Since 2004, Earth Equity Advisors has been helping clients align their investments with their values. Find out how we can help your clients.

 
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