Horizons Sustainable Financial Services, a Santa Fe, NM based registered investment advisory firm, announced in July 2013 a new line of well-diversified mutual fund portfolios with no exposure to any companies directly involved in the production of fossil fuels. With these Zero Carbon Energy portfolios, Horizons joins a very small group of firms offering fossil fuel free mutual fund strategies.
Inspired by the media campaigns of such activist organizations as www.350.org and The Fossil Free Campaign (www.gofossilfree.org ), a large and growing number of investors are asking their advisors for portfolios with no stake in any carbon energy companies. “Many of our clients have asked if we can offer them a fossil fuel free portfolio,” said Kim Kiel, President of Horizons. “With our new Zero Carbon Energy strategies, we can offer these portfolios to everyone.”
The portfolios are built on a “sustainable, responsible, impact” (“SRI”) investing foundation. “These prudently-diversified portfolios use mutual funds from some of the leaders in the SRI industry,” said Johann Klaassen, Chief Investment Officer of Horizons. “So the clients who choose these portfolios get the best in screening (both positive and negative) as well as strong commitments to shareholder advocacy efforts and the real-world impact of community investment.”
Zero Carbon Energy portfolios are currently in use with some Horizons clients. Financial professionals interested in making these portfolios available to their own clients may contact Horizons at- info@horizonssfs.com
About Horizons Sustainable Financial Services:
Horizons Sustainable Financial Services, Inc., is a Registered Investment Advisor that is incorporated and registered in the State of New Mexico. In accordance with federal law, we may only conduct business in states where appropriately registered or exempted from registration. Horizons offers a full range of investment services to further our clients’ socially conscious values. We currently serve clients in a number of states nationwide, and would be pleased to discuss whether it is permissible (given your state of residence or incorporation) for us to serve your financial needs. Visit us online at- www.horizonssfs.com
Nothing in this release should be interpreted as investment advice, or as an offer to buy or sell securities.
For more information contact:
Johann A. Klaassen, PhD, CFP®, AIF®, Chief Investment Officer
719-262-0725 or 877-321-3236 or at- johann@horizonssfs.com
