Logo with green background. Large white text reads "Green." with a green dot at the end. Below, smaller white text says "Investment Strategies." A Green Investment Strategies Logo.

Portfolios for
the Planet

Logo with the word "Green." in large white letters and a green dot at the end. Below, "Green Investment Strategies Logo" is displayed in smaller, light gray text on a light gray background.

01 - The Goal

In a time of unprecedented climate change, Green answers the question: How and where should I invest to help not only myself, but humanity?

Aerial view of vibrant green fields divided by thin lines, with the shadow of a wind turbine cast across the landscape.

Green Investment Strategies crafts portfolios that aim to help you maximize return potential for your risk tolerance level and keep as much of that return as possible by making investments that minimize risk and maximize opportunities for our shared future. We are proud to be an Climate Investing Firm.

Our ideal clients are forward-thinking, environmentally conscious individuals who want to make good financial decisions and investments that impact the earth and humanity in a positive way during a time of unprecedented climate change.

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Money on Trees

02 - The Results

Our typical aggressive portfolio has:

*as compared to a standard, non climate focused, equivalently aggressive portfolio.
1. Metrics provided by yourstake.org.

“The nation behaves well if it treats the natural resources as assets which it must turn over to the next generation increased and not impaired in value. Conservation means development as much as it does protection.”

― Theodore Roosevelt

“You cannot get through a single day without having an impact on the world around you.  What you do makes a difference, and you have to decide what kind of difference you want to make.”

― Jane Goodall

“Yet when the denial becomes so complete that we live under what amounts to a tyranny of not seeing and not speaking the existential truth, it becomes dangerous itself.”

― Arthur Kleinman, What Really
Matters: Living a Moral Life
Amidst Uncertainty and
Danger

"Sustainable investing is not just for environmentalists. One does not need to be an environmentalist to appreciate the fact that ESG analysis is a broad tool for discovering new investment possibilities as well as limiting risk exposure."

― College for Financial Planning

"Estimates for the total number of premature American deaths attributable to fossil fuel pollution in a given year run as high as 350,000."

―College for Financial Planning

"You are free from your debt to your ancestors when you become an ancestor; you are free from your debt to the sages when you become a sage, you are free from your debt to humanity when you act with humanity."

―David Graeber, Debt:  The First 5000 Years

"We will need, by 2050, $2 trillion per year in today’s money, to put in the transmission lines, the power plants, the storage facilities, the reengineered steel and cement factories, and everything else that is needed to completely decarbonize our society. Decarbonizing the economy is arguably the most important industrial change since the wholesale introduction of oil in the early 20th century."

―Jeremy Grantham,
"The Race of Our Lives"

“All that you touch, you change. All that you change, changes you. The only lasting truth Is Change.”

― Octavia E. Butler, Parable of the Sower

03 - The Promises

Two Promises to Our Clients.

A wooden signpost with three directional arrows labeled “Environmental,” “Social,” and “Governance” stands outdoors amidst a blurred natural landscape under a cloudy sky.

Green provides you with the research and experience to make climate investments which help you maximize return potential for your risk tolerance level – and keep as much of that return as possible – while also minimizing risks and maximizing opportunities for our shared future

Promise to the Earth. We donate at least 1% of our revenue to charity organizations that are working intelligently to prevent, mitigate, or adapt to climate change.

 

04 - The Ethos

When you invest with Green, you are investing in yourself and in making the world a better place for others you care about. Here are a few of the focus areas within a typical Green Climate Investing Portfolio.

Rows of young green corn plants grow in a sunlit field, stretching into the distance with rolling hills, trees, and a partly cloudy sky in the background. Sunlight highlights the plants and landscape.

Organic Agriculture

Solar panels installed on a rooftop with several tall modern glass buildings in the background, reflecting sunlight. Some artificial grass is visible in the foreground.

Solar Power

A light bulb filled with soil, grass, a tree, wind turbines, and small city buildings, partially submerged in water, symbolizing sustainable energy and environmental conservation.

Alternative Energy

A close-up image of a green computer microchip on a blue circuit board with glowing lines representing electronic connections.

Technology

Cars and trucks drive along a divided highway surrounded by trees and hills at sunset, with golden sunlight illuminating the sky and clouds above the landscape.

Green Transportation

Modern house with solar panels on the roof, large windows, and an attached glass-enclosed patio. People are gathered inside the patio. Lush greenery and a tree surround the home at sunset.

Sustainable Real Estate

Small green plants growing from stacks of coins in soil, symbolizing financial growth, investment, and prosperity with a blurred natural background.

Green Finance

A satellite with large solar panels orbits above Earth, with the planet’s curved horizon, clouds, and blue atmosphere visible in the background against the darkness of space.

Scientific Instruments

Clear blue water with bubbles rising and a gentle wave, set against a gradient blue background.

Water Distribution & Filtration

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05 - The Guide

Joe Pelusi, Esq. (Ret.), CSRIC

Joe Pelusi, Esq. (Ret.), with a gray beard, sits on a wooden bench outdoors in a white shirt and blue jeans, smiling with hands clasped. Green trees and grass fill the background.

What I like to do is help people make intelligent investments which have the potential to have positive impacts on both their portfolios and the planet. Here’s how, and why.

Growing up in Wildwood Crest, New Jersey, a small barrier island town with limited educational and employment opportunities, presented challenges. Being raised by a single, working mother and dealing with a disability due to hearing loss, probably from measles, posed other obstacles. Statistically, children of divorce earn up to 12% less, and people with disabilities are 3 times as likely to be unemployed.

Therefore, I left the island, going away to prep school and then earning degrees from Amherst College and Harvard Law, and securing employment at top law firms in Philadelphia and Atlanta.
 

Unfortunately, we live in a time of declining upward mobility. Stagnant wage growth and income inequality have made it more difficult for middle-class Americans like me to move up the economic ladder. Nine years ago, I was stuck in a soul-crushing job with a low salary, commuting seven days a week. But then I learned to invest, which boosted my income by 7x over the past decade and eliminated my commute. Now, I'm passionate about helping others understand investing and work towards their financial goals.

My investment strategy centers around climate change and incorporates Environmental, Social, and Governance (ESG) criteria. Research shows that ESG investing can improve portfolio returns, and considering the unprecedented threats of climate change, I believe there are significant opportunities. Climate change affects so many sectors of the economy, offering investment prospects in agriculture, manufacturing, transportation, healthcare, real estate, and energy production. Billionaires like Larry Fink and Bill Gates have already recognized these opportunities.

Nonetheless, when I told my own financial advisor nine years ago that I was concerned about the effect of climate change on my portfolio, he put me in a “socially responsible” fund that had ExxonMobil as one of its ten biggest holdings. Not exactly what I had in mind with regard to minimizing stranded asset risk. So I said “I don’t think this is your area of expertise” and I started handling my own investments. And what I spent years learning was, who are the really good fund managers in the ESG world? Who can invest your money responsibly and has a track record of outperforming the benchmark? I found those managers and I want to share them with you. (Caveats and disclaimers: past performance is no guarantee of future performance. Investing involves risk, including the risk of loss. We’re all adults here.)

And it’s not just about returns. In the United States alone, decarbonizing our economy in order to mitigate climate change could prevent 62,000 air pollution deaths, save $600 billion in taxpayer costs, and generate 2 million new jobs. Similar opportunities extend globally, and through investing in a sustainable future, we have the chance to collectively create a better and greener world.

My goal, then, is to assist individuals in meeting their investment goals and positively impacting the planet. Join me on this journey, and together, we can hope to make a real difference!

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Two men stand side by side, smiling, in front of a "Third Act" banner. Joe meets Bill McKibben, professor at Middlebury and creator of the fossil fuel divestment movement. Benches are in the background.

Joe meets Bill McKibben, professor at Middlebury and creator of the fossil fuel divestment movement, 350.org, and Third Act.

MEMBER OF:

Sustainable Business Network

Black background with a large

Blue and white

06 - The Ideal Client

Green works with smart people who are concerned about climate change and want to make intelligent investments that impact their portfolios and the planet in a positive way.

Our aim as an Climate Investing Firm is to help you maximize return on investment for your risk tolerance level and maintain a livable planet on which you and your loved ones can enjoy the benefits of that return for years to come.

Green is a public benefit corporation and fiduciary Registered Investment Advisor.

07 - Thoughts

Money on Trees Blog

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