• About Us

It’s about us, empowering you.

We believe investing is more than a transaction, it’s a personal stake in the future. In 2000, we set out to build an investment firm committed to sustainability. We chose this path because it was the right thing to do and because we were convinced it was simply a better way to invest.

Our idea has grown into a nationwide community of clients ranging from individuals to foundations. Along the way, we’ve witnessed the performance and impact of sustainable investing and wondered how to empower investors everywhere to become part of this legacy.

The answer is EarthFolio, the world’s first automated investing service dedicated to sustainable investing. Built with the same ethos that’s inspired us from the start, EarthFolio features world-class funds, personal asset allocation, and ongoing portfolio monitoring, all at a fraction of the typical investment and cost.

Investing sustainably has never been easier or more meaningful. We invite you to join us as we enter a new era of proactive investing—one powered by you.

Our People

Partners

Inspired and driven by the idea that sustainable investing should be easy to do and deeply meaningful, Art founded EarthFolio, the nation’s first online advisory platform. Art has been a leading voice for responsible investing for over fifteen years and an investment professional since 1991. Art formerly served as Vice President of Bank of America Investment Services and is a graduate of La Sierra University School of Business.

Art Tabuenca

Founder & Partner

With twenty-five years of sustainable investing experience, Scott’s depth of knowledge is an invaluable resource to the EarthFolio team. Scott’s experience includes Director of Investment Research at Natural Investments, and Manager of Institutional Dealer Services at Citizens Funds. Scott is an Accredited Management Specialist and a graduate of University of Colorado, Boulder.

Scott Secrest

Partner

A veteran of the investment industry for over thirty years, Bob has served in a leadership role at some of the nation’s most respected investment firms. His previous experience includes National Director of Bank of America Investment Services, and Regional Director of Putnam Investments. Bob is a graduate of California State University, San Jose.

Robert Shelby

Partner

Advisory Team

Matt serves as head of Calvert’s Marketing Department, one of the largest sustainable investment companies in the U.S. with over $13 billion in assets under management. Calvert serves financial advisors, retirement plans, insurance carriers, and institutional investors. Matt currently serves on the Board of Governors of the Mutual Fund Education Alliance (MFEA) and is a graduate of Babson College with degrees in Marketing and International Business.

Matthew Alsted

Marketing & Branding

Calvert Investments

Tracey is the Senior Manager for Investor Engagement and directs the Investor Initiative for Sustainable Exchanges at Ceres. Ceres works with over 130 member organizations including the Union of Concerned Scientist, Oxfam, Fortune 500 companies, and state pension funds, to develop corporate strategies and public policies on climate change and social progress around the globe. Tracey is a graduate of Humboldt State University, California with a MA in English.

Tracey Rembert

Investor Engagement

Ceres

Mark is a founding partner of Trellis Wealth Advisors, a boutique investment serving high net-worth investors. Before Trellis, Mark served as the Managing Director at Sterling Stamos where he headed the Managed Account Team responsible for constructing and monitoring portfolios with assets over $2 billion. Mark is a graduate of Stanford University where he earned a degree in Economics.

Mark Thompson

Founding Partner

Trellis Wealth Advisors

Our Institutional Relationships

Trust and confidence in the company that holds our client’s assets is essential. As a member of the SIPC and one of the world’s largest custodians, TD Ameritrade provides our clients with critical asset security and cutting-edge technology designed to protect their investments and personal information.

For over a decade we’ve been a proud member of The Forum for Sustainable and Responsible Investments (US SIF). The US SIF and its members are dedicated to advancing investment practices that consider environmental, social, and corporate governance criteria to generate long-term competitive financial returns and positive societal impact.

Reduce your carbon footprint and fight global warming with carbon offsets from TerraPass

Climate change presents a serious threat to our planet and our economy. Doing our part requires minimizing our carbon footprint today while investing in the clean energy alternatives of tomorrow. To do this, we calculate our annual carbon needs and then employ conservation, efficiency and carbon offsets to neutralize our impact.

Your money empowered for good.

800-346-7789

Customer Support

1-800-346-7789

Support Hours:
Monday - Friday:
9:00 AM - 5:00 PM PST

1308 Monterey Street, Suite 250
San Luis Obispo, CA 93401