We are excited to announce our newest portfolio: the Green Alpha Growth and Income Portfolio (GAGIP). This is an actively managed strategy comprised of the highest yielding dividend stocks in our next economy universe, together with some of our best growth ideas. GAGIP's goal is to provide long-term capital growth as well as moderate current income. The portfolio is designed for growth and income oriented investors seeking lower volatility and also higher income than other next economy equity strategies. GAGIP is an all-capitalization, cross-sector, cross-industry, global solutions-oriented stock strategy comprised entirely of next economy companies.
GAGIP is available for direct investment via the following separately managed account solutions:
Several custody options may be available, and lower account minimums are considered on a client by client basis
Management Fee: 1.50%
Fee discounts applied for non-profit organizations
All fees are negotiated on a client by client basis
Photo by Jeremy Deems, Rocky Mountain National Park, CO
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