For clients who are more the digital/DIY type, we offer an automated investment platform as one of our services. SustainFolio is a technology based investment platform designed for individuals who want to integrate sustainability into their portfolios digitally. Overseen by Sustainvest Asset Management, SustainFolio allows its clients to establish a portfolio based on their personal tolerance for risk and their aspirations for building wealth using sustainable low cost ETFs. Portfolios are held in a brokerage account at Charles Schwab and Co., Inc. You can easily access accounts through their website and mobile app.
Have 10 minutes? In that time, this service will design, set up, and start the process to manage your account. Minimum account balance required is $5,000.
If you want to learn more about this service, information can be found at www.sustainfolio.com