ESG INVESTING

Create a portfolio that reflects your beliefs. Learn how ESG funds can fit into your investment strategy.

Get Started Now

ESG INVESTING

Create a portfolio that reflects your beliefs. Learn how ESG funds can fit into your investment strategy.

Get Started Now

Invest Sustainably

Environmental, social, and governance (ESG) investing is a form of sustainable investing that factors in the financial performance and the impact of the company. Investments are evaluated and given a score based on their impact in the three ESG categories.

ENVIRONMENTAL

Environmental factors include those that focus on conservation of the natural environment, including:

    • Climate change
    • Waste and pollution
    • Air quality
    • Biodiversity
    • Water quality and usage
    • Deforestation 

SOCIAL

Social factors consider the relationships that a company has with employees as well as other external stakeholders, such as:

    • Diversity & inclusion
    • Labor standards
    • Equal opportunities
    • Community involvement
    • Safety standards 
    • Healthcare and human rights

GOVERNANCE

Governance factors consider how a company is governed with regards to leadership standards and practices, including:

    • Compliance policies
    • Tax strategy
    • Board structure and diversity
    • Executive pay
    • Ethical business practices
    • Shareholder rights

ENVIRONMENTAL

Environmental factors include those that focus on conservation of the natural environment, including:

    • Climate change
    • Waste and pollution
    • Air quality
    • Biodiversity
    • Water quality and usage
    • Deforestation 

SOCIAL

Social factors consider the relationships that a company has with employees as well as other external stakeholders, such as:

    • Diversity & inclusion
    • Labor standards
    • Equal opportunities
    • Community involvement
    • Safety standards 
    • Healthcare and human rights

GOVERNANCE

Governance factors consider how a company is governed with regards to leadership standards and practices, including:

    • Compliance policies
    • Tax strategy
    • Board structure and diversity
    • Executive pay
    • Ethical business practices
    • Shareholder rights

Align your portfolio with your values

Take our free impact assessment to identify the causes that are most important to you. Get an inside look at your impact persona and how a typical portfolio aligns with your causes. We can use your results to build a custom portfolio to match your financial goals and ESG values.

Take your Impact Assessment
ESG Investing Sample Impact Persona_iPad

ESG Investment Models

We currently offer 130 portfolios with respect to our two ESG investment styles.

ESG

Our ESG investment portfolios are managed with environmental, social, and good governance criteria. 

0
Portfolios

ESG Alternative Energy

ESG portfolios that try to exclude fossil fuels and are more concentrated in alternative energy: Solar/Hydro/Wind

0
Portfolios

ESG Investment Models

We currently offer 130 portfolios with respect to our two ESG investment styles.

ESG

Our ESG investment portfolios are managed with environmental, social, and good governance criteria. 

0
ESG Portfolios

ESG Alternative Energy

ESG portfolios that try to exclude fossil fuels and are more concentrated in alternative energy: Solar/Hydro/Wind

0
ESG Alternative Energy Portfolios

Partnered with:

Calvert Investments - rebel Financial's ESG portfolio partner
ClearBridge Investments - rebel Financial's ESG portfolio partner
Dimensional Fund Advisors - rebel Financial's ESG portfolio partner
PAX World Investments - rebel Financial's ESG portfolio partner
Calvert Investments - rebel Financial's ESG portfolio partner
ClearBridge Investments - rebel Financial's ESG portfolio partner
Dimensional Fund Advisors - rebel Financial's ESG portfolio partner
PAX World Investments - rebel Financial's ESG portfolio partner

Our Commitment to Creating a More Sustainable Future

We are conscious of the impact that investments have on the future of our society.

Our commitment to creating a more sustainable future echoes throughout our planning and investment philosophies. 

Values-Based Investment Philosophy

We offer values-based investment models to support the diverse beliefs of our client base. As a company, we encourage investing with purpose, which is why we’re equally committed to serving and supporting your goals and long-term objectives. Learn more.

Financial Expertise

We take a holistic approach to understanding the unique ideals of each and every client we serve. Our investment expertise will help guide you to choose the ESG investments that support your financial goals along with the causes you care about. 

Commitment to Change

rebel Financial’s commitment to change is not only reflected in the work that we do for our clients, but through the ways in which we operate and give back to the community. We employ a progressive investment philosophy and engage in proxy voting to ensure that we’re representing and supporting your beliefs 100%.

Why choose us
Our Charitable Giving

Our Commitment to Creating a More Sustainable Future

We are conscious of the impact that investments have on the future of our society.

Our commitment to creating a more sustainable future echoes throughout our planning and investment philosophies. 

Values-Based Investment Philosophy

We offer values-based investment models to support the diverse beliefs of our client base. As a company, we encourage investing with purpose, which is why we’re equally committed to serving and supporting your goals and long-term objectives. Learn more.

Financial Expertise

We take a holistic approach to understanding the unique ideals of each and every client we serve. Our investment expertise will help guide you to choose the ESG investments that support your financial goals along with the causes you care about. 

Commitment to Change

rebel Financial’s commitment to change is not only reflected in the work that we do for our clients, but through the ways in which we operate and give back to the community. We employ a progressive investment philosophy and engage in proxy voting to ensure that we’re representing and supporting your beliefs 100%.

Why choose us
Our Charitable Giving

ESG INVESTING NEWS & INSIGHTS

Renewable Energy
September 8, 2021
3 Reasons to Consider an ESG Investment Strategy
Heart shaped raindrop falling onto a leaf
August 26, 2021
Socially Responsible Investing: Investing with your Heart
Cartoon hands with different skin tones, rising up for ESG causes
August 20, 2021
Investing for Impact

ESG INVESTING NEWS & INSIGHTS

Renewable Energy
September 8, 2021
3 Reasons to Consider an ESG Investment Strategy
Heart shaped raindrop falling onto a leaf
August 26, 2021
Socially Responsible Investing: Investing with your Heart
Cartoon hands with different skin tones, rising up for ESG causes
August 20, 2021
Investing for Impact

ESG INVESTING NEWS & INSIGHTS

Renewable Energy
September 8, 2021
3 Reasons to Consider an ESG Investment Strategy
Heart shaped raindrop falling onto a leaf
August 26, 2021
Socially Responsible Investing: Investing with your Heart
Cartoon hands with different skin tones, rising up for ESG causes
August 20, 2021
Investing for Impact

Ready to start building your ESG portfolio?

Get Started Now

Not ready to get started yet? Take our free Impact Assessment to get a personalized report outlining your ESG portfolio analysis.

rF Personal Account (rFPW)
TD Ameritrade Account
Fidelity Account
TIAA CREF Account
Jefferson National Account
rF401k Account