Climate First Portfolios
 

Seeking Growth with Positive Impact

Responsible investing is an investment approach that seeks to deliver strong returns and risk management while making a positive impact.
Historically, companies with higher ESG ratings may have been more successful at avoiding or minimizing events that can negatively impact performance. Our portfolios seek to provide both opportunity for growth and the promotion of positive environmental, social and governance (ESG) outcomes. Your portfolio will:

Low Carbon Emissions/Intensity

Fossil Fuel Reserves

Weapons & Firearms

Highest Sustainability Ratings

Future Carbon Emissions Review

Alcohol, Tobacco & Gambling

Potential Annualized Returns

Average Annual Total Returns
As of: July 31, 2021

YTD: 5.19%

YTD: 8.18%

YTD: 11.12%

YTD: 14.08%

YTD: 2.25%

Potential Annualized Risk

The values and performance numbers represented on this webpage do not reflect management fees. The values used on this webpage were obtained from sources believed to be reliable. Performance numbers were calculated by Nuveen using the data provided.

DISCLOSURE​  

WARRANTIES & DISCLAIMERS  There are no warranties implied. 

Hygge Advisors, LLC (“RIA Firm”) is a registered investment adviser located in St. Petersburg, FL. Hygge Advisors, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Hygge Advisors, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Hygge Advisors, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Hygge Advisors, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Hygge Advisors, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Hygge Advisors, LLC, please contact the state securities regulators for those states in which Hygge Advisors, LLC maintains a registration filing. A copy of Hygge Advisors, LLC’s current written disclosure statement discussing Hygge Advisors, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Hygge Advisors, LLC upon written request. Hygge Advisors, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Hygge Advisors, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.  This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.