Where Profit Meets Purpose
Sleep easier knowing your investments are aligned with the values, causes, and communities close to your heart.
Where Profit Meets Purpose
Sleep easier knowing your investments are aligned with the values, causes, and communities close to your heart.
Chicory Investment Philosophy
We believe companies addressing the world’s most urgent challenges will financially benefit from rising consumer demand as climate change, geopolitical instability, population growth, and resource scarcity intensify.
What Impact Investing Means for Your Portfolio
Our Chicory Sustainable Core Portfolio invests your money in companies
across a diverse range of industries that seek to deliver both:
Financial return potential
Investment performance that aligns with and advances your long-term financial goals.
Positive social and environmental impact
Capital directed toward companies whose values align with yours — and away from those that don't.
By directing capital toward companies with ethical environmental, social, and governance practices – and away from those perpetuating harm – your investments encourage better corporate behavior that can directly impact people and our planet.
How We Screen Your Investments
Starting with ~1300 companies in the MSCI Index, our rigorous ethical screening methodology results in about 50 balanced and diversified companies (or holdings) that make it into our Chicory Sustainable Core Portfolio. Each portfolio company is in alignment with all four of our Areas of Impact: Climate Action, Human Rights, Social Justice, and Public Health.
Here's how we assess each company in our portfolio
We first exclude companies whose core business we determine to be counterproductive to the 17 United Nations Sustainable Development Goals, as well as companies that participate in, or benefit from:
-
- Private Prison Operators
- Weapons Manufacturers
- Brewers or Distillers
- Tobacco Businesses
- Fossil Fuel Extractors
Remaining companies are put through two separate scoring methodologies to provide a comprehensive indication of a business’s sustainability: Bloomberg ESG Score and the Robeco SDG Alignment Score
We put the highest-rated companies in each industry through a final review process using third-party datasets to assess a company's behavior and exposure to certain industries or controversies:
- Prison + Migrant Detention
- Divest for Palestine
- Supply Chain Prison Labor
- Supply Chain Sustainability
- Ethical Recruitment
- Sub-Minimum Wage Compensation
- Deforestation Exposure
- LGBTQ+ Equality
- Political Spending Disclosure
- Quaker Compliance
Finally, we conduct a financial analysis for each company to assess their financial performance and risk level independently, and then in comparison within their industries. This analysis includes (among others) an assessment of sales growth and strategy, profitability trends, and balance sheet health.
Companies in the Chicory Sustainable Core Portfolio are regularly evaluated for performance and sustainability metrics amongst Chicory’s investment committee who meet at least quarterly.
Why Invest in the Chicory Sustainable Core Portfolio?
Standard ESG/SRI
Mutual Funds & ETFs
- Many ESG/SRI funds don't provide clear or timely disclosures of their holdings.
- Screening criteria can be opaque and may only consider a few data sets, leading to "shallow" and non-comprehensive findings.
- Funds tend to focus on siloed impact areas and overlook others entirely (ie. a fund focused on "climate" may ignore worker's rights).
- Asset managers may rebrand existing funds as "ESG" without adjusting the underlying strategy (known as "greenwashing").
Chicory Sustainable
Core Portfolio
- Our clients know 100% of the companies they own. Any changes to their holdings are reported quarterly.
- Our screening methodology is fully documented and available, specifically regarding how we account for intersectional social issues - including climate, human rights, social justice, and public health.
- We conduct our own research, including third-party data and input from our social justice movement partners.
- Our portfolio is designed to optimize performance and diversification without compromising impact.
Chicory's 2025 Impact Report confirmed that the benefits go far beyond my individual success. I’m proud to work with a financial management company that shares my values. If you’re dissatisfied with the status quo of big bank investments, I’d encourage you to reach out to Chicory Wealth to learn more about their philosophy.
This testimonial was provided by a current client of Chicory Wealth. This client was not compensated for this testimonial.
No material conflicts of interest exist since this client was not compensated nor did this client receive any other benefit for providing this content.
Community-Centered Investing
Alternative investments (outside of traditional stocks, bonds, and cash) can have the power to create lasting, regenerative change for our most vulnerable communities. Depending on your personal goals and values, we offer community-centered investment options such as Community Development Financial Institutions (CDFIs), municipal bond strategies, and private investments in partnership with third party, mission-driven platforms:
Community Investment
Institutions
Chicory is never paid by fund sponsors.
Values-Aligned
Fixed Income
Private-Market Sustainable Infrastructure & Impact Venture
Other Services
at Chicory
Guidance and Peace of Mind
Feel confident in your financial future no matter what life throws at you, with a comprehensive financial plan that prioritizes both money and meaning.
Activism and Community
Leverage your voice as a shareholder to influence corporate behavior across climate, human rights, social justice, and public health issues.