• 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 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