Percentage of stocks invested in companies that produce tobacco, manufacture tobacco products, or promote tobacco to children.4
Percentage of stocks invested in deforestation-risk producers and traders, banks and lenders, or major consumer brands.5
Portfolio allocation based on risk tolerance and is subject to change.“ESG” funds are screened according to Environmental, Social, and Governance factors.
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.
Invest green and support a brighter future. We will help you invest in clean energy with a diversified portfolio that aligns with your values.
When you think of the top contributor to pollution, the oil industry is probably a...
What is "Greenwashing" and are you falling prey to it? Think about a landfill. Trash,...
Wondering how to reduce waste without making big sacrifices in your day-to-day life? Your social media feed...
“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 Started
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…
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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.