Sustainable Investing

Be a Catalyst for Change

We believe you should have the freedom to invest in companies that align with your values – ones that address our global challenges and push for progress, growth, and development. 

This opportunity allows you to diversify your portfolio with sustainable investments, backed by the stability and foundation of our rigorous research and evidence-based approach. 

Be a part of a worldwide movement, a catalytic shift in the way we invest our money, and find peace of mind knowing that you have a seat at the table when it comes to our world’s climate and environmental challenges.

What It Is

  • One of the easiest things you can do to make the world a better place.
  • An increasingly competitive investment in terms of returns and pricing.
  • A way to empower companies that are overall better positioned to face the future.

What It Isn’t

  • A political choice or stance.
  • An increased risk beyond that of a typical diversified portfolio.
  • A new concept in the investment landscape.

Meet Our Sustainable Investing Experts

Jake Weber, CFP®

Wealth Advisor

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Rawson Gulick, CFP® CAIA

Wealth Advisor

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David Lawrence, CFP®

Partner, Wealth Advisor

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When We Invest with Intention, We Make an Investment in the Growth and Prosperity of our Future

“I see every day how people can change the world when they take the time to get intentional about their investments.”

- Rawson Gulick, CFP® CAIA, Wealth Advisor

What You Should Know About Sustainable Investing

For Every One Million Dollars Invested Sustainably with Willow Creek, the Carbon Footprint of the Portfolio is Reduced by 50 Metric Tonnes of CO2.* This is Equivalent to:

CO2 Emissions From**

5,626 gallons of gasoline consumed

4,912 gallons of diesel consumed

55,093 pounds of coal burned

0.662 tanker trucks’ worth of gasoline

5.8 homes’ energy use for one year

8.5 homes’ electricity use for 1 year

0.275 railcars’ worth of coal burned

116 barrels of oil consumed

2,044 propane cylinders used for home barbeques

6,376,611 smartphones charged

Greenhouse Gas Emissions Avoided By**

17 tons of waste recycled instead of landfilled

2.4 garbage trucks of waste recycled instead of landfilled

2,127 trash bags of waste recycled instead of landfilled

1,899 incandescent lamps switched to LEDs

Carbon Sequestered By**

827 tree seedlings grown for 10 years

65.3 acres of U.S. forests in 1 year

0.338 acres of U.S. forests preserved from conversion to cropland in 1 year

Greenhouse Gas Emissions From**

10 passenger vehicles driven for 1 year (124,069 miles)

*Estimated reduction in CO2 of a Willow Creek 100% stock portfolio invested in our sustainable investment model as compared to the MSCI All Country World Index (ACWI). This value is estimated using the website FossilFreeFuels.org. Due to market movement, rebalancing, underlying fund composition changes, etc., the actual impact of this portfolio will vary over time. This value should be used for basic illustration purposes only and is merely a rough approximation as it is impossible to estimate the impact with a high degree of accuracy given currently available reporting.

**Emissions reduction and sequestration estimates are derived from the US Environmental Protection Agency Greenhouse Gas Equivalencies Calculator using the estimated reduction in CO2 noted above. As with the CO2 estimate, these numbers should be used merely as a rough approximation for illustration purposes and should not be taken as direct measurements or estimates with a high degree of accuracy.

Data updated March 22, 2021.

Read Our Latest Material on Sustainable Investments

Video: Sustainable Living Series with Cathryn Couch

11/17/2021

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Sustainable Living: Our Food System and Charitable Giving

10/20/2021

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Video: Sustainable Living Webinar with Vert Asset Management

6/24/2021

We would like to thank everyone who joined us for our Sustainable Living Webinar

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