Environmental Investing

At One Day In July, we focus sustainable investing on the environment, recognizing the urgency of climate change and the tangible nature of the metrics available. We work to cut through the frenzied noise surrounding this growing field, while sticking to our basic principles: simplicity, low fees and personalized attention.

(802) 503-8280 • welcome@onedayinjuly.com

Environmental Impact

Throughout history, investors have sought to use their capital to effect change. We know there are many ways each of us can make a difference - advocacy, activism, philanthropy, direct action. But we hear, over and over, how individuals and institutions wants to speak clearly through their investments.

At a time when climate change is no longer in question, we seek to offer opportunities to do more.


Environmental Metrics

Our environmental investing screens are centered around two key metrics - fossil fuel reserves and carbon intensity. These address the extraction of carbon from the ground, and its effect on the atmosphere as it is used, globally.

Core Environmental Portfolio

The Core Environmental Portfolio is the main component for all investors in our environmental strategies.

Impact Portfolio

The Impact Portfolio is an optional component of the environmental strategy for investors who are interested in allocating a portion of their capital to renewable energy and other environmentally focused businesses.

Environmental Portfolio Characteristics

Because some industries are more exposed to the environmental metrics we have chosen to emphasize (carbon intensity and fossil fuel reserves), these industries are less prevalent in our environmentally focused portfolios.

Sustainable Investing

Environmental Investing emphasizes a focus on environmental issues and considers a company's performance as a steward of the natural world - both in operations and across supply chains.

Custom SRI Portfolios

In addition to our Core Environmental and Impact Portfolios, we can explore the construction of customized Socially-Responsible Investing (SRI) solutions for investors who are interested in applying different screens or want their investments to emphasize other factors.

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DIFFERENTIATORS
GETTING STARTED
MATERIALS
How Are We Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
Square Mailers
SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Environmental Investing: How it Differs from ESG
Vermont Financial Advisors
How to Invest for College Savings
INVESTING THOUGHTS
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Aim for Average
How Finacial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

Shelburne, VT Financial Advisor

Frank Koster

145 Pine Haven Shores Road, Suite 2212

Shelburne, VT 05482

(802) 777-9768

Wayne, PA Financial Advisor

Peter Egolf | Adam Roof

851 Duportail Rd 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

Burlington, VT Financial Advisor

Hans Smith | Katie Bensel

Nancy Westbrook | Peter Egolf

Adam Roof

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Rochester, VT Financial Advisor

Carrie McDonnell

Available for meetings in Rochester, VT and surrounding areas.

(802) 829-6954

Bennington, VT Financial Advisor

Michael van Eyck

Available for meetings in Bennington, VT and surrounding areas.

(802) 735-8772


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