If you want your money to help with the transition to the clean energy economy, most investment advisors will probably try to accommodate by finding a few green mutual funds for you.
There are now hundreds of mutual funds and ETFs that brand themselves as green, but many will not meet your definition of what is “green.” This could mean not being completely divested from fossil fuels, investing in nuclear power, or owning too much of non-fossil fuel stocks like Apple (AAPL) and Facebook (FB) and not enough green-focused companies like Tesla (TSLA).
An investment advisor who does not consider values investing to be important will also not be particularly good a choosing investments that match your values. So it makes sense to choose a specialist.
Below is a list of the specialist environmentally focused investment advisory firms I am aware of. I’m sure there are many more, so if you know of them, please leave a comment. I’d love to expand this list to have at least one in every state. Until then, most advisors should be able to meet your needs remotely.
| Name & Website link | State | City | Why it should be considered green (advisor’s own words) |
| JPS Global Investments | CA | San Carlos | Focused on green investing since 2007, JPS offers the Green Economy, Green Income and custom low carbon portfolios. |
| Green Alpha Advisors | CO | Boulder | Our co-portfolio managers have been managing sustainable, fossil fuel free investment strategies together since 2002. |
| BSW Wealth Partners | CO | Denver and Boulder | |
| Hansen’s Advisory Services | NY | Fayetteville | |
| Nourish Wealth Management | NY | Kingston | Sustainable, Responsible, Impact Investing: portfolio design that is sensitive to your personal values |
| GreenVest | CA | Petaluma | 100% socially and environmentally responsible investing for individual investors/trusts since 2004. |
| MA | Arlington | ||
| VT | Wells & Montpelier |
DISCLAIMER: Inclusion in this list should not be taken as an endorsement of any investment advisor. To be included, advisors simply have to be licensed and have environmental values investing featuring prominently on their websites.
DISCLOSURE: The author is a research analyst for JPS Global Investments.
