We help build your ESG-focused Model Portfolio based on your individual investment goals
We give you full control of how your money is invested in ESG-focused model portfolios, providing you the possibility of aligning your financial and social responsibility goals.
Let us know your age and income and we will tailor a savings program and investment portfolio specifically for you.
“I’m planning for life after work.”
The right type of account for your goals
Whether you’re saving for retirement or building wealth, we offer the right type of account for your individual situation. Choose from a joint or individual brokerage account, or a tax-advantaged IRA.
A balanced portfolio, anchored by ESG
We focus primarily on active investment strategies that uncover true ESG companies across the asset class spectrum.
Collaboration Capital’s ESG US and ESG Global strategies anchor a portfolio rounded out with real estate and fixed income investments.
The goal? A strategy that balances profit and purpose while also aiming for market or better return.
U.S. Large Cap Stocks
Developed Market Stocks
Emerging Market Stocks
Intermediate Government Bonds
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Tailored and rebalanced
for your risk tolerance
Our portfolios are built specifically for you using our proprietary algorithmic portfolio construction process tailored to your individual situation. We optimize our investment vehicles to maximize risk adjusted returns for both retirement and wealth building.
Sample portfolio models
Automate your savings
Consistency is key. We can help you optimize your account with regular auto-deposits and account rebalancing, and we’ll make sure you’re up-to-date on what your money is doing.
A few commonly asked questions
How does saving for retirement differ from building wealth?
If you elect to build your portfolio to save for retirement, your presumed risk tolerance level will be calculated based on your current age and will be reduced automatically as you get closer to your desired retirement age. If you elect to generally building wealth, you will have the opportunity to self-select the risk tolerance profile that matches your preference best. Your model portfolios will be constructed based on your presumed risk tolerance level, which you can change at your discretion at anytime.
How does pricing work?
We charge a 1% management fee for all AUM in your model portfolios. There are no additional costs to access to the Collaboration ESG Series, but there are other expense ratios charged by the other investment products in the model portfolios.
How do you keep my money safe?
Your investments are SIPC protected—up to $500,000 per legal account. This can protect against the loss of your stocks, bonds, cash, etc. in the event that Collaboration liquidates. SIPC protection does not protect against market changes in your account. The risks inherent in investing are tradeoffs you make to pursue investment returns. We design our portfolio to aim for the highest projected returns given your risk level.
How Do I Move My Money Into Collaboration Asset Management?
You can make a no-fee transfer other investments from another provider or you can link a bank account to make deposits.