cliff-1822484 2.jpg

Impact Investing

Understanding the Value & Purpose of Impact Investing


You've probably heard the term Impact Investing, but what does it mean? According to the Global Impact Investing Network, it's any investment "made with the intention to generate positive, measurable social and environmental impact alongside a financial return". 


Impact investing differs from sustainable investing in that it focuses on solving specific economic, societal, and environmental challenges. Examples include sector themes such as sustainable agriculture, renewable energy, conservation, microfinance, affordable housing, healthcare, and education.

At Aspen Leaf Wealth Management, we humbly share our technology so that both clients and not-yet-clients can experience for themselves where their portfolio stands. Our goal for investors is simple, to help them understand what they own. 

Once we understand how a portfolio scores, we're prepared to help folks customize their strategies so their chosen investments fully represent their social and environmental goals. 

Susatainble Icon.jpg

Aspen Leaf Wealth Management clients achieve impact through a variety of recommendations. Depending on a client's unique set of goals of financial circumstances, impact may be created by targeting a specific ETF such as those investing for renewable energy, clean water, or the U.N.'s Sustainable Development Goals.


Alternatively, we might recommend ditching your conventional bank for a local credit union or even on online bank that gives back to the community or participates in 1% For The Planet.

Some of our clients have opted for dedicated impact investments such as the Calvert Community Investment Note or even holding individual stocks that support their social and environmental goals. 

Last, we prioritize funds that engage in both progressive proxy voting as well as initiating shareholder resolutions.