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Envision Wealth provides several values-based investing options for you to choose from depending on the
amount you invest.
The Envision Justice Series™ (EJS™) Core Values Portfolios utilize mutual funds as their primary ingredients. This solution typically accommodates investable amounts of $100,000 per account. These funds are screened for both financial performance and values alignment to Racial Equity, Women’s Empowerment and Environmental Sustainability. We offer six different risk and return portfolio options. The stock percentage is increased systematically from 20% to 100%.
The EJS™ Core values-based investing recipe
Since the returns span a period longer than Envision Wealth Planning has existed, they are back tested. Due to the extensive disclosures required for back-tested results, we present these results to prospective investors during one-on-one meetings. We look forward to showing you our results and learning more about your investing needs to determine which impact investing portfolio is right for you.We back test our returns and compare ourselves to the asset allocation funds of top mutual fund companies that do not values screen, such as Vanguard and Fidelity. Due to the extensive disclosures required for back-tested results, we present these results to prospective investors during one-on-one meetings.
How well aligned is your portfolio with your values? Find out if you qualify for our complimentary values-based portfolio analysis.
Get a third-party analysis to see how well your portfolio aligns with your values and performance.