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Portfolio
Overview


Socially Responsible Portfolio


Socially Responsible Portfolio

This portfolio uses a global socially responsible, passive approach with exposures to stocks and bonds from the U.S. and other developed and developing countries around the world. The investments concentrate on companies that score highly on ESG (environment, social, governance) rating scale. This market opportunity is in its early stages. We are anticipating strong growth in the breadth and depth of socially responsible investment options over the next several years. We will continuously monitor the marketplace for new opportunities.


Step 1
About You

Tell us about yourself



Step 2
Risk Tolerance

Determine Your Risk Tolerance.

Every investor is unique. You need to identify the amount of risk you are comfortable taking based on several factors such as age, projected time in the market and life events that we are all faced with just to name a few. We offer choice in portfolios as well as freedom to determine your risk tolerance between Aggressive, Moderate and Conservative approaches to investing. Your personal risk tolerance drives our asset allocation decisions. All Exceptional Portfolio offerings are constructed based on your risk tolerance, ranging from aggressive, moderate to conservative.

Aggressive
Stocks vs. Bonds

80 | 20

35% Stocks
20% Bonds

Moderate
Stocks vs. Bonds

60 | 40

35% Stocks
20% Bonds

Conservative
Stocks vs. Bonds

30 | 70

35% Stocks
20% Bonds

Select Your Risk Tolerance

Step 3
Your Account

Create your account with Exceptional Portfolio


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