ESG Screens and Funds
Sustainability is not a niche for us; it’s the DNA of how we’ve invested for over twenty years. Every portfolio we build invests exclusively in a broad spectrum of sustainable mutual funds that screen on environmental, social, and governance, criteria.

Conservation
Companies that promote sustainability and ecological conservation such as recycling, low-carbon emissions, and efficient water use.
Clean Tech
Companies that specialize in resource efficiency and clean energy solutions such as wind, solar, and geothermal.
Animal Welfare
Avoids or restricts companies engaged in the inhumane treatment of animals such as in medical testing and factory farming of livestock.

Fossil-Fuel Free
Avoids companies that produce energy from coal, crude oil, petroleum, and gas—the main contributors of greenhouse emissions and climate change.
Equality & Diversity
Companies that actively hire and promote diverse workforces that include LGBT, veterans, women, and other minorities.
Human Rights
Avoids or restricts companies that do business in countries which condone human rights violations or support terrorism.
Fair Labor
Companies that promote fair wages, safe working conditions, and long-term job security.
Non-Violence
Avoids or restricts companies that profit from manufacturing firearms, ammunition, or military weapons.
Healthy Living
Avoids or restricts companies involved in manufacturing or distributing harmful or addictive products such as tobacco, alcohol, and gaming.
Community Development
Financial institutions that partner with underserved communities to provide affordable housing, small business loans, and micro finance.
Corporate Governance
Companies with strong policies and practices governing transparency, fair compensation, and open dialogue with shareholders.
Shareholder Advocacy
Engages the companies it owns through the use of proxy voting, resolutions, and dialogue, to promote environmental, social, and governance change.