Environmental Investing

At One Day In July, we focus sustainable investing on the environment, recognizing the urgency of climate change and the tangible nature of the metrics available. We work to cut through the frenzied noise surrounding this growing field, while sticking to our basic principles: simplicity, low fees and personalized attention.

(802) 503-8280 • welcome@onedayinjuly.com

Custom SRI Portfolios


In addition to our Core Environmental and Impact Portfolios, we can explore the construction of customized Socially-Responsible Investing (SRI) solutions for investors who are interested in applying different screens or want their investments to emphasize other factors.

We have access to a variety of environmental, social and governance criteria that we can use to search for funds that score well in a particular area. Examples include eliminating or reducing holdings in weapons manufacturers, tobacco companies, or companies that have experienced customer or labor issues, among others.

Regardless of the criteria applied, the approach to portfolio construction remains the same. We utilize low-cost exchange-traded funds to build a diversified portfolio and overlay that process with a screen that reduces exposure to the investor's area of concern. Though it may not be possible to completely eliminate all exposure to the selected criteria, our goal will always be to have substantially less than the broad U.S. stock market.

In addition to the negative screens described above, investors who have an Impact allocation can customize it to include a specific goal, provided there are available funds that align with that goal. For example, in addition to (or in place of) funds focused on clean energy, an investor may be interested in adding exposure to companies whose products or services help address the United Nations Sustainable Development Goals or to companies that promote gender diversity.

Due to factors such as cost, liquidity or product availability, it may not be possible to solve for every unique goal an investor has. However, we are always willing and able to explore available avenues with our clients.


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DIFFERENTIATORS
GETTING STARTED
MATERIALS
How We Are Different
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INVESTING THOUGHTS
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Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
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Retirement Financial Planning
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Investing Concepts
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio
Donor-Advised Fund vs. Private Foundation

Vergennes, VT Financial Advisors

206 Main Street, Suite 20

Vergennes, VT 05491

(802) 777-9768

Wayne, PA Financial Advisors

851 Duportail Rd, 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

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77 College Street, Suite 3A

Burlington, VT 05401

(802) 503-8280

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26 South Main Street, Suite 4

Hanover, NH 03755

(802) 341-0188

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734 E US Route 4, Suite 7

Rutland, VT 05701

(802) 829-6954


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