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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 big banks "greenwash" their funds, charging high fees for portfolios that still include big oil. As Fee-Only Fiduciaries, we do things differently:
Zero Commissions: We don't get paid to sell you specific funds. Our only loyalty is to you.
Deep Transparency: We look past the fund names to the actual holdings, ensuring your money supports the future you want.
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
Proof That Values-Based Investing Works
The Myth: "I have to sacrifice returns to be sustainable."
The Reality: Companies with high ESG ratings often show lower volatility and stronger long-term growth. We build portfolios designed to capture that growth while excluding "stranded assets" like coal and offshore drilling.
Sustainable Investment Themes
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Divest / Invest: Avoid Fossil Fuel Companies
Impact Fiduciary avoids fossil fuel companies. As global economies transition to cleaner and more affordable energy, oil and gas companies face growing long-term risk. Solar and wind power are now cheaper to deploy than new coal or natural-gas plants in many developing countries. Instead of investing in fossil fuels, we focus on renewable energy and utility companies leading the shift toward a sustainable, low-carbon future.
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Avoid Big Tobacco
We exclude all tobacco companies. According to the WHO, tobacco causes more than 6 million deaths each year—including hundreds of thousands from secondhand smoke. The industry has a long history of misleading the public and targeting vulnerable communities. Our portfolios maintain zero exposure to domestic tobacco companies.
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Factory Farming
Factory farming and livestock production contribute an estimated 14% of global greenhouse gas emissions. The industry’s heavy use of antibiotics and inhumane conditions also pose environmental and public-health risks. We avoid companies driving these harmful practices and prioritize more responsible, sustainable food-system leaders.
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Stop Deforestation
Deforestation drives roughly 20% of global greenhouse gas emissions and has cut global biodiversity in half. Impact Fiduciary invests in consumer-goods companies committed to sustainable sourcing, responsible supply chains, and zero-deforestation goals.
Source: Forest 500, www.forest500.org
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No Private Prisons
We exclude companies that own or operate private prisons. The private prison system faces significant criticism over human rights concerns and for profiting from mass incarceration. We prioritize investments in organizations that foster just and safe communities through supportive social services and restorative justice.
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No Weapons
Impact Fiduciary maintains zero direct exposure to gun manufacturers. With most Americans supporting commonsense gun-safety measures, we choose to invest in companies aligned with responsible business practices rather than those connected to the production of military-style weapons.
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
