You can't save the world with a click. But you can start.
Our Socially Responsible portfolio gives you a fully diversified portfolio designed around sustainability, diversity, and equity in seconds, so you can do well and do good without actually having to do much of anything.
You don’t have to sacrifice your returns to help save the world. Our financial experts analyzed hundreds of funds to balance social responsibility with long-term performance in a diversified portfolio with expected returns similar to our Classic portfolio. And you can always add additional funds to support the causes you care most about.
We made 4 trades to automatically invest your deposit of $500.
We saved you $78.11 in taxes.
Tax-Loss Harvesting benefits will vary. Wealthfront doesn’t provide tax advice.
Save the world. And your time.
The Socially Responsible portfolio is made to manage itself. All you do is make a deposit, and we handle the rest, rebalancing investments and even working to lower your taxes through Tax-Loss Harvesting.
It’s ridiculously easy to start making a difference.
It only takes one click to start investing with a portfolio built from the ground up around equity, sustainability, and diversity. Because building a better future doesn’t have to mean breaking a sweat.
Still deciding if we’re right for you? These frequently asked questions may help:
How do I know your picks are actually, like, socially responsible?
While we pride ourselves on our honesty (and you look especially nice today, BTW), you don’t have to take our word for it. We have a whole whitepaper about how we chose funds that exclude businesses involved in civilian firearms, controversial weapons, tobacco, thermal coal and oil sands and include higher proportions of companies that score well for Environmental, Social, and Governance (ESG) measures, according to MSCI. But if you just want the overview, click here.
So, there’s a Socially Responsible alternative for everything?
Not quite everything. In some cases, like with Dividend Stocks and Emerging Bonds, we don’t include those asset classes. For other cases, like Municipal Bonds, the Socially Responsible portfolio uses the same fund as our Classic portfolio.
But what if I don’t like your picks?
You do you! You can customize your portfolio, add and remove funds, and change how much is invested in each fund any time you want. We have hundreds of funds, including a variety of SRI funds covering renewable energy, minority empowerment, gender diversity, and more.
Is this like how organic strawberries cost twice as much as regular?
Not at all! The weighted average annual expense ratio of the investments in our Socially Responsible portfolio is still between 0.05–0.29%, and we have the same, ultra-low 0.25% annual advisory fee for both our Classic and Socially Responsible portfolios.
As well written as this website is, I still have questions.
Sometimes, it’s just easier to talk to a person. That’s why we have certified CPAs, CFAs, and CFPs standing by to help.
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All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee
future performance. Historical returns, expected returns, and probability projections are provided for informational
and illustrative purposes, and may not reflect actual future performance. Please see our Full Disclosure for important details.
Investment management and advisory services--which are not FDIC insured--are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser, and financial planning tools are provided by Wealthfront Software LLC (“Wealthfront”). Brokerage products and services are offered by Wealthfront Brokerage LLC, member FINRA / SIPC.
Wealthfront, Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.