ETHICAL INVESTING

Ethical Investing Made Clear

Get ESG screens, sustainable fund comparisons, and impact research for European portfolios. We help you cut weak holdings, manage risk, and plan for long-term growth.

Stone plinth with finance materials in a sunlit ethical-investing library and winter garden

Metric 01

1,200+

funds and ETFs screened

Metric 02

250+

portfolio plans delivered

Metric 03

4.8/5

client rating

HOW IT WORKS

Four Simple Steps

Check funds, ETFs, and stocks against your values and risk rules.

ESG screening shelf with cork, slate, oak, linen, folio and brass clips in soft daylight

7-day delivery

ESG Portfolio Screening

From €490

Check funds, ETFs, and stocks against your values and risk rules.

Closed comparison binders and ivory archival trays on a travertine shelf in soft daylight.

2 fund options

Sustainable Fund Compare

From €590

Cork board shortlist with brass rail and closed notebooks in a warm travertine study corner.

3-stock brief

Impact Stock Research

From €690

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01Low-risk focus

Green Bond Picks

From €540

Bond choices with term, yield, and risk notes for steady cash use.

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0260-min review

Retirement Planning

From €890

Shape a clean long-term mix for pensions, drawdown, and income goals.

Stone blocks, gauge and ceramic marker on a pale shelf, high-angle risk assessment still life.
03Fast scan

Risk Assessment Check

From €450

Test how much market drop your plan can take and where to trim.

SERVICES

Checks for Ethical Portfolios

Tell us your goals, your holdings, and the type of ESG rules you want.

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01

Book a Call

Tell us your goals, your holdings, and the type of ESG rules you want.

Stone-shelf still life of portfolio folders, slate weight and ceramic tray under soft side light.
02

Review The Mix

We check funds, stocks, and bonds for risk, fees, and impact gaps.

Wooden rule box with brass latch, folded ivory card, and green tab on pale wood.
03

Set Your Rules

You get a plain plan with hold, sell, and replace notes.

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04

Track The Next Step

Use follow-up calls or reports to keep the plan on course.

CLIENT RESULTS

Recent Client Wins

ESG screen for one portfolio One sustainable fund compare Three green bond picks 60-minute review call Action list for next steps

One-time feeOne-time fee

Starter

From €490

  • ESG screen for one portfolio
  • One sustainable fund compare
  • Three green bond picks
  • 60-minute review call
  • Action list for next steps
Most popularBilled monthly

Signature

From €1,250/mo

  • ESG screen for two portfolios
  • Monthly fund comparison pack
  • Impact stock watchlist
  • Retirement plan checkup
  • Risk score update each month
  • Two strategy calls monthly
Billed monthlyBilled monthly

Scale

From €3,200/mo

  • ESG screen for up to five accounts
  • Fund and ETF policy review
  • Quarterly impact stock research
  • Green bond allocation plan
  • Retirement drawdown planning
  • Team training for staff

WHAT CLIENTS SAY

Trusted by European Investors

We replaced seven funds and set a clean ESG rule set in two weeks.

Three closed portfolio cases on a slate tray beside a linen tag in a bright Amsterdam window.

Small Firm

Amsterdam Firm Cut Fossil Fund Exposure

We replaced seven funds and set a clean ESG rule set in two weeks.

Green bond archive box, balanced portfolio cases and a clock in a Vienna office archive

Wealth

Vienna Family Office Reworked Retirement Mix

Closed fund binders, oak divider and quartz marker on a Berlin shelf in soft daylight

Retirement

Berlin Founder Cleaned Pension Funds

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Nonprofit

Paris NGO Chose Safer Cash Reserves

Three ETF comparison boxes on an oak tray with a slate weight in soft daylight.

ETF Review

Copenhagen Team Chose Better ETF Picks

Macro ESG material samples sorted on travertine trays, cork, veneer, fibre and stone chips.

Fund screens and policy notes

Elena Varga

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Pension drawdown and income mix

Jonas Berg

Macro of blank index tabs, acetate divider, and closed research papers on slate

Stocks, bonds, and sector checks

Mira Novak

Steam from a tea cup beside brass bell and blank cards on a walnut tray, warm advisory still life.

Calls, reports, and next steps

David Osei

Proof

Customer notes

Verified

At last, our pension plan matched our values and our risk limit.

Macro ESG material samples sorted on travertine trays, cork, veneer, fibre and stone chips.

Marta Jensen

Finance Director, Northwind Studio

Verified

The fund compare made our choice fast and stopped guesswork.

Brass pocket watch, bead frame, and ivory clockweight on slate in a dramatic planner still life.

Lukas Pereira

Founder, Atelier Lime

Verified

We got a clean stock shortlist with notes our board could use.

Macro of blank index tabs, acetate divider, and closed research papers on slate

Clara Novak

Treasurer, Baltic River Coop

Service area

DACH

Berlin, Munich, Vienna, Zurich, Hamburg

Vienna rooftops at dawn with cathedral tower and hazy Alpine line

Area 01

DACH

Berlin, Munich, Vienna, Zurich, Hamburg

Amsterdam canal houses and a bridge after drizzle, calm water, high-angle cityscape

Area 02

Benelux

Amsterdam, Rotterdam, Brussels, Antwerp, Luxembourg City

Blue-hour Stockholm shoreline with granite, mist, and ferries over calm water

Area 03

Nordics

Copenhagen, Stockholm, Oslo, Helsinki, Aarhus

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Area 04

France & Iberia

Paris, Lyon, Madrid, Barcelona, Lisbon

The Map

Questions

Common Questions

Quick answers before visitors choose a product, service, or next step.

01What do you screen in a portfolio?+

We review funds, ETFs, stocks, and bonds against your ESG rules, then flag holdings that do not fit.

02Do you work with EU investors only?+

We mainly serve clients in Europe and tailor plans to local rules, tax basics, and fund access across the EU market.

03Can you help with retirement planning?+

Yes. We map your target income, check risk, and shape a cleaner mix for long-term savings for you or your firm.

04Do you compare sustainable funds?+

Yes. We compare fees, holdings, impact data, and risk so you can choose with more confidence and plain notes.

05Is this for small firms too?+

Yes. We help founders and small teams set staff pension rules and company cash policies that fit their values.

06How fast do you deliver?+

Most starter reviews land in 7 days. Bigger plans take longer because they include more checks and a review call.

Monthly Ethics Notes

Get one short email each month with fund checks, impact ideas, and simple tips for better ESG choices.