‘Demand Green’ Portfolio

Make an impact with your investments

Globally diversified – Green investing with an environmentally-friendly portfolio.

Full Whitepaper | Q3 2020 Sustainability Report

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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.

Fossil Fuel Exposure

Percentage of stocks that own, extract, process, or burn fossil fuels.2

Demand Wealth Green
Typical ESG Portfolio3
S&P 500

Tobacco Exposure

Percentage of stocks invested in companies that produce tobacco, manufacture tobacco products, or promote tobacco to children.4

Demand Wealth Green
Typical ESG Portfolio
S&P 500

Deforestation Risk

Percentage of stocks invested in deforestation-risk producers and traders, banks and lenders, or major consumer brands.5

Demand Wealth Green6
Typical ESG Portfolio
S&P 500
Your Green Portfolio
Portfolio allocation based on risk tolerance.
Sustainable Int'l Stocks
ESG Small Cap Stocks
Fossil Fuel Free Stocks
ESG Emerging Mkt Stocks
Green Energy
Clean Energy
ESG Large Cap Stocks
Technology 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 Green blog articles below

How to Be Carbon Neutral: Your Actions Count!

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

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?

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?: 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

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?

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.

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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 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!

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.