Your Financial Objectives + Values

Our Expertise + Network

= Social Impact + Financial Independence

Invest with Uplift

Let’s take the path together to uplifting you, your financial future and the communities where you live.

Investments

Your portfolio will be directed to investments that align with your values. We currently offer ESG thematic portfolios for core allocations into equity securities. In addition, through a forum that we offer, you can tell us where you would like to take action through your investments. We will assess feasibility and elevate dialogue on issues you care about in building stronger communities.

Involvement

We would love to hear from you. The level of involvement is up to you. If you prefer to take a passive approach, consider our generic ESG portfolios for supporting companies with ESG missions. The more involved you are, the more ideas you submit, the more change can be effected together.

Pricing

Annual management fee of 0.60%
Cash in the portfolio earns ~1.45% interest (better than most bank rates).

0.60%

all inclusive
annual management fee
* ask us about promotional offer

$0

no trading fees
no ETF or Mutual Fund
management fees

Example

annual management fee is $600
for a rollover IRA portfolio of $100,000
(or $50 per month)

 

We Listen

We strive not only to understand your financial goals but personal values informing where your investments should be put to work to foster change.

If you wish to make a difference with an idea that you have, we can work together and bring it to reality.

Let’s start by hearing your thoughts – click Have an Idea box below: