‘Demand Green’ Portfolio
Make an impact with your investments
Globally diversified – Green investing with an environmentally-friendly portfolio.
Q2 2021 Sustainability Report
Get StartedLearn MoreFree Video Chat With an AdvisorTobacco Exposure
Percentage of stocks invested in companies that produce tobacco, manufacture tobacco products, or promote tobacco to children.4
Portfolio allocation based on risk tolerance and is subject to change.
“ESG” funds are screened according to Environmental, Social, and Governance factors.Invest Responsibly…
We make ESG investing (Environmental, Social, Governance) easy with the ‘Demand Green’ portfolio. You can build wealth responsibly as we identify and target the best green investment funds so you can build a portfolio that protects both the planet and your long-term financial health.
ECO-FRIENDLY INVESTMENTS
We don’t just avoid the environmental “bad guys”. We take it a step further by investing a portion of your portfolio into clean energy and other industries that serve the environment.
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 Green investing and an advisor is standing by for all your investment needs.
…Without Compromise
Invest green and support a brighter future. We will help you invest in clean energy with a diversified portfolio that aligns with your values.
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.
Important Content
Read our full whitepaper and check out our Green blog articles below
How to Invest In Clean Energy
For most people, helping out the environment doesn’t mean completely overhauling the way we live....
What Is Green Investing?
For most people, helping out the environment doesn’t mean completely overhauling the way we live....
Veganism, Sustainability and….Fast Food?
With the perpetual growth of Veganism and global environmental awareness, fast food executives are scrambling...
How to Be Carbon Neutral: Your Actions Count!
Calling all environmentalists, activists and anyone who wants to take some steps forward and experience...
Carbon Tax: What Investors Should Know
The concept of a carbon tax is a hot topic among economists and environmentalists. However,...
Fossil Fuels: Are You Wearing Petroleum-Based Clothing?
When you think of the top contributor to pollution, the oil industry is probably a...
WHAT IS GREENWASHING?: 5 ENVIRONMENTAL TRENDS THAT AREN’T SO ECO-FRIENDLY
What is "Greenwashing" and are you falling prey to it? Think about a landfill. Trash,...
How to Reduce Waste: 5 Easy Swaps for a Better Planet
Wondering how to reduce waste without making big sacrifices in your day-to-day life? Your social media feed...
Plastic Straw Ban: How Does This Affect My Investments?
“No straw, please!” If you’ve stopped by Starbucks or Dunkin’ Donuts lately, you probably noticed...
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 have the expertise, resources, and skills to help you take advantage of renewable energy investment opportunities.
Get StartedDemand Sustainability
How can I construct a portfolio that aligns with my beliefs? 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 an environmentally friendly manner mean I’ll see lower returns? Does my current asset allocation align with my beliefs and goals?
Ask a Specialist…Open a Green Portfolio today!
Ask a Specialist
1. Our core investment strategy is based on the Nobel Prize-Winning Modern Portfolio Theory. 2. 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. 3. Based on an average of competitors’ (fully diversified) Socially Responsible Investing portfolios (data taken as of 10/19). 4. 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. 5. Data taken from Deforestation 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. The Demand Wealth Green Portfolio has <1% of funds going to companies who make products that lead to deforestation.
* 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.