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…
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.
Direct Tobacco Exposure
Percentage of stocks invested in companies that produce or manufacture tobacco products6
Portfolio allocation based on risk tolerance and is subject to change.“ESG” funds are screened according to Environmental, Social, and Governance factors.
Read our full whitepaper and check out our progressive blog articles below
President Trump argues that the stock market has flourished with him in the oval. For...
Global warming is an emotionally charged word for most and is commonly referred to as...
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.Get Started
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…
Ask a Specialist
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.