Who We Serve

Advisor Solutions

Just think of Chicory as your fractional impact investing team – a full-service, socially responsible solution for your most values-driven clients.

advisor solutions overview

Why Chicory Advisor Solutions?

Our world is constantly shifting. For clients who care deeply about the impact of their investments, traditional options like ESG ETFs and mutual funds often fall short. They can feel distant, opaque, and limited in how directly they create change.

That’s where Chicory Advisor Solutions can help.

Our proprietary Sustainable Core strategy is designed to balance strong financial performance with meaningful, measurable impact. We invest across industries working on some of today’s most pressing social and environmental challenges, using rigorous ethical screens informed by the communities most affected by the issues at stake.

For your clients, this means:

Greater visibility into what they are invested in and how those investments are impacting people and the planet

A portfolio that addresses 4 intersectional impact areas: Climate Action, Human Rights, Social Justice, and Public Health

More flexibility, higher tax-efficiency, and lower fees than traditional ETFs, mutual funds, and SMAs

Deeper trust with you,
their advisor

Let’s chat to see if Chicory Advisor Solutions is right for you

How it Works

Full Service Management

Leave the trading, investment management, and impact analysis to our experienced team.

Custodian Agnostic

Implement Chicory’s investment model through whatever custodian you already use.

In-Depth Reporting

Answer client questions with confidence using our in-depth quarterly reports and regularly reviewed screening methodology overview.

The Portfolio

The Chicory Core Sustainable Portfolio is a portfolio of about 50 individual stocks, which all undergo a rigorous screening process for financial and ethical performance.
Learn more about Chicory’s proprietary assessment and screening approach.