‘Demand Hope’ Portfolio 

Put your money where your vote is

Globally diversified – Ethical investing that aligns with your progressive values.

Full Whitepaper | Q3 2020 Sustainability Report

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A Social Justice Portfolio Built For Democratic Beliefs

Build wealth with sustainable investments ideal for Democratic Party members. Diversify your portfolio with socially, ethically, and environmentally-friendly investing and support the causes you care about.

Invest According to Your Values…

INVEST IN DIVERSITY

Each of our portfolios is tilted toward socially-responsible investing with companies who support strong policies and practices in support of diversity, women’s empowerment, and gender equality.

INVEST SUSTAINABLY

All of our portfolios have an “A” ESG rating, which means your money is invested in companies that are environmentally and socially responsible.*

WORK WITH AN ADVISOR WHO CARES

We stay informed of any new developments in the world of Hope investing and an advisor is standing by for all your investment needs.

…Without Compromise

What does ethically-responsible investing mean to you? We’ll help you build a portfolio of weapon- and fossil-free funds so you can put your money where it matters.

STRATEGIES BACKED BY NOBEL-PRIZE WINNING RESEARCH1

Investing in a fully diversified portfolio of low-cost ETFs helps you reduce fees and maximize returns.

TAX-LOSS HARVESTING

Our tax efficient strategies help minimize the taxes you pay so you can keep more of your money.

SMART REBALANCING

Instead of robo rebalancing which can limit performance opportunities through its rigid, pre-defined structure, we rebalance your portfolio when it makes sense to ensure that you’re buying low and selling high.

Fossil Fuel Exposure

Percentage of stocks that own, extract, process, or burn fossil fuels4

Demand Wealth Hope
Typical ESG Portfolio
S&P 500

Weapon Exposure

Percentage of stocks invested in companies who manfacture or sell weapons5

Demand Wealth Hope
Typical ESG Portfolio
S&P 500

Direct Tobacco Exposure

Percentage of stocks invested in companies that produce or manufacture tobacco products6

Demand Wealth Hope
Typical ESG Portfolio
S&P 500
Your Hope Portfolio
Portfolio allocation based on risk tolerance.
Gender Diversity Stocks
Sustainable Int'l Stocks
ESG Small Cap Stocks
ESG Emerging Mkt Stocks
ESG Large Cap Stocks
Technology Stocks
Quality Factor Stocks
Low Volatility Stocks
ESG Corporate Bonds
Global Green Bonds
Short Term Corporate Bonds
Intermediate Core Bonds
Ultrashort Bonds
Intermediate Gov. Bonds
Inflation-Protected Bonds
US Fund Real Estate
Global Real Estate

Portfolio allocation based on risk tolerance and is subject to change.

“ESG” funds are screened according to Environmental, Social, and Governance factors.

Important Content

Read our full whitepaper and check out our progressive blog articles below

Demanding Equality

Demanding Equality

Demanding Equality I had dinner with my Mom last night and she told me about...

Carbon Tax: What Investors Should Know

Carbon Tax: What Investors Should Know

The concept of a carbon tax is a hot topic among economists and environmentalists. However,...

How Accurate Are Polls: Can I Trust My Vote?

How Accurate Are Polls: Can I Trust My Vote?

Many Democrats awoke in disbelief on November 9th, 2016. Clearly many were shocked by what...

Are Republican Presidents Better for the Stock Market?

Are Republican Presidents Better for the Stock Market?

President Trump argues that the stock market has flourished with him in the oval. For...

Are Women Better Investors Than Men?

Are Women Better Investors Than Men?

Growing up in this era, women have been told that “it’s a man’s world” more...

Where the 2020 Democratic Candidates Stand on Climate Change

Where the 2020 Democratic Candidates Stand on Climate Change

Global warming is an emotionally charged word for most and is commonly referred to as...

Since When Are There Only Two Colors? Make Your Own Color Wheel in November

Since When Are There Only Two Colors? Make Your Own Color Wheel in November

Contrary to popular belief, picking a political party isn’t the same thing as gang affiliation....

Why Demand Wealth?

We genuinely respect and care about your interests and values, so we help you invest accordingly. We’re just as committed to your portfolio’s performance as we are to ensure your investments are tailored specifically for you. We connect you with a network of specialists from estate planning attorneys to certified public accountants (CPA’s). Click here to meet our team!Our pricing structure is low and simple: 0.5% annual fee with no transaction fees or hidden costs. We help simplify and organize the complexities of your financial life. At Demand Wealth, we’re experts at helping you make the best socially-responsible investments. Contact us today to learn more about investing in fossil and weapon-free funds, and put your investments to use supporting companies that align with your ideals.

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The Demand Wealth Difference
See how your money could grow with us.
Today Year 30

Demand Sustainability

How can I construct a portfolio that aligns with my values?

Am I taking on too much risk in my investment portfolio?Is my current financial plan best for me and my family? Does investing in a socially responsible manner mean I’ll see lower returns? Does my current asset allocation align with my beliefs and goals?Ask a Specialist

Open a Hope Portfolio today!

1. Our core investment strategy is based on the Nobel Prize-Winning Modern Portfolio Theory. 2. Data taken from Gender Equality Funds. Each figure represents a weighted average of all equity positions in each portfolio. An S&P 500 Index Fund was used as a proxy for S&P 500 data. 3. Based on an average of Betterment’s “Socially Responsible Investing” Portfolio and Wealthsimple’s “Socially Responsible Investing” Portfolio 4. Data taken from Fossil Free Funds. Each figure represents a weighted average of all equity positions in each portfolio. An S&P 500 Index Fund was used as a proxy for S&P 500 data. 5. Data taken from Weapon Free Funds. Each figure represents a weighted average of all equity positions in each portfolio. An S&P 500 Index Fund was used as a proxy for S&P 500 data. 6. Data taken from Tobacco Free Funds. Each figure represents a weighted average of all equity positions in each portfolio. An S&P 500 Index Fund was used as a proxy for S&P 500 data. * Morgan Stanley Capital International (MSCI) rates investments based on their Environmental impact, Social responsibility and Corporate Governance (ES). The more responsible a company is in those three areas, the higher the score will be. Our portfolio’s ESG rating is taken as a weighted average of all funds included in the portfolio. “A” rate funds have an ESG rating above 5.70. MSCI ESG ratings are taken from www.etf.com.