US stocks include companies based in the United States. They’re core to most portfolios since they can provide significant long-term returns.

Foreign stocks include companies based in developed economies outside of the United States, like Europe, Australia, and Japan. They tend to provide lower returns and higher risk compared to US stocks. However, when paired with U.S. stocks, they help diversify your portfolio by providing exposure to foreign economies.

Municipal bonds are debt instruments issued by local and state governments in the United States. If you’re in a high tax bracket, they’re a viable way to obtain tax-efficient returns, low risk, and diversification.

Emerging market stocks include companies based in developing economies like Brazil, Taiwan, India, and China. They help diversify your portfolio by providing exposure to foreign economies. Compared to US stocks, they may result in higher returns, with a potential increase in risk.

US bonds are high-quality debt instruments issued by the US Treasury, government agencies, and US corporations. In general, they tend to provide steady income with low risk, as well as diversification from stocks.

Treasury inflation-protected securities (TIPS) are bonds issued by the US federal government. They provide income adjusted for inflation, making it a viable asset class for risk-averse investors.

Our diversified portfolio designed around sustainability, diversity, equity and more.

Socially Responsible

The Socially Responsible portfolio is diversified and designed around sustainability, diversity, equity and more.