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Sustainable Investing
High-performance, sustainable portfolios for investors who refuse to choose between their conscience and their returns.
Custom sustainable strategies for households with $400,000+ in investable assets.
Why "Standard" ESG Isn't Enough
Most investment firms "greenwash" their funds. Many of these portfolios are slightly watered-down versions and still include big oil. Sustainable investing is at the core of our stragtegy and we do things differently.
Deep Transparency: We look past the fund names to the actual holdings, ensuring your money is aligned with your values.
Risk Mitigation: We view ESG as a risk management tool. Avoiding companies with high carbon footprints or poor governance isn't just ethical—it’s smart business.
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What Is Sustainable Investing?
Sustainable investing focuses on responsible companies that prioritize environmental responsibility, social good, and ethical corporate governance. These businesses tend to manage risk more effectively and demonstrate stronger long-term growth potential.
At Impact Fiduciary, your sustainability goals and financial goals work together—not against each other.
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Does Sustainable Investing Sacrifice Returns?
No.
In many cases, companies with strong sustainability practices are more stable, more efficient, and better positioned for future growth.We use data-driven research, stress testing, and long-term modeling to help ensure your portfolio performs well—through all market cycles.
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Our Sustainable Investment Strategy
We combine a fiduciary-first approach with evidence-based portfolios designed to deliver strong long-term results. Our process includes:
• Comprehensive sustainability Screening
• Broad Diversification
• Low-Cost, High-Efficiency Portfolios
• Ongoing Monitoring & Rebalancing
Sustainable Investment Themes
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Divest / Invest: Avoid Fossil Fuel Companies
We divest from fossil fuel companies to mitigate the long-term risks associated with the global transition to clean energy. With solar and wind now outcompeting coal and gas on cost, we prioritize renewable energy and utilities leading the shift toward a low-carbon future.
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Avoid Big Tobacco
We exclude all tobacco companies and maintain zero exposure to the industry. Given tobacco’s severe global health impact and history of predatory marketing, we prioritize investments in companies that promote wellness rather than profit from addiction.
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Factory Farming
We divest from factory farming to avoid the significant environmental, public health, and animal welfare risks inherent to the industry. Instead, we prioritize leaders building a more responsible and sustainable global food system.
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Stop Deforestation
We divest from companies linked to deforestation, which accounts for 20% of global emissions. Instead, we invest in consumer-goods leaders committed to 100% sustainable sourcing and zero-deforestation supply chains.
Source: Forest 500, www.forest500.org
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No Private Prisons
We exclude private prison operators to avoid profiting from mass incarceration and human rights concerns. Instead, we prioritize organizations that support restorative justice and foster safer, more equitable communities.
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No Weapons
We exclude gun manufacturers to maintain zero direct exposure to the production of military-style weapons. We prioritize companies aligned with responsible business practices and the safety of our communities.
FAQ — Sustainable Investing
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Sustainable investing evaluates companies based on environmental, social, and governance factors that may impact long-term performance and risk.
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Studies show that Sustainable investing portfolios often match or outperform traditional portfolios over the long term.
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Yes. We tailor portfolios to your personal values and sustainability priorities.
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We use low-cost, evidence-based funds to keep expenses down and maximize long-term returns.
More Questions | Visit FAQ
