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Portfolios with a Greater Purpose

The primary goal for every individually managed account at Decision Investments is protection and growth. Our Portfolios with a Greater Purpose offer an opportunity to allocate a portion of your investments toward a cause you are passionate about. In turn, Decision Investments will donate 10% of fees to your cause.

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Breast Cancer Awareness (BCA) Portfolio

Decision Investments is pleased to introduce the Breast Cancer Awareness Portfolio. This investmenst strategy is designed to make a meaningful contribution to overall cancer research and raise tens of thousands of dollars for Susan G. Komen for the Cure.

In this portfolio, Decision Investments will invest 10% of your funds into companies that we believe to be sound and potentially lucrative that are furthering research and development for cancer of all types1. We will also donate 10% of your annual fees to Susan G. Komen for the Cure or other Breast Cancer organization of your choosing.

We believe that through this portfolio we can allocate hundreds of thousands of investment dollars to companies that are making great strides towards discovering a cure for cancer while raising tens of thousands of dollars for Susan G Komen for the cure and other organizations that are providing a host of activities including: research grants, public health education, health screening services, treatment services and additional fundraising activities.

1Decision Investments is an active manager, doing our best to move money between asset classes based on market conditions in an effort to preserve and grow capital. Accordingly, we do reserve the right to be completely out of equities at any time.
To learn more about the BCA Portfolio

 


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Sustainability Portfolio

The Decision Investments sustainability portfolio is designed to do our part to keep our planet green for the generations to come. Accordingly, our Sustainability Portfolio will allocate 10% of your holdings to companies in the alternate or “Clean Energy” space.

Furthermore all of companies in the portfolio will be screened for earning good grades when it comes to their green efforts and initiative toward leaving the smallest possible carbon footprint.

Decision Investments will also purchase Carbon Offsets with 10% of the fees from the Sustainability portfolio.

Carbon offsets are investments in projects that reduce or avoid carbon dioxide (CO2) emissions that contribute to climate change. After making direct reductions in your carbon footprint by conserving energy and limiting travel, carbon offsets are the best way to shrink your carbon footprint.

For many people, the Carbon Offsets we purchase for them will more than offset their entire family’s carbon dioxide (CO2) emissions from their automobiles, air travel, heating and electric for an entire year. To calculate your CO2 emissions, click here.
To learn more about the Sustainability Portfolio