We believe your investment decisions will help change the world.
We’ll help you identify low-cost and high quality funds designed to diversify your portfolio and achieve market returns, while ensuring you’re invested in companies with superior sustainability scores.
Our Services
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Investment Management
Investing is key to building and preserving your wealth. We’ll help you build a customized portfolio and do the heavy lifting for you! Our recommended investment portfolios will always be developed to meet your personalized goals and incorporate funds, companies, and/or securities with superior sustainability scores.
Services Include
• 30-minute free consultation
• Data & information gathering
• 60-minute review of your plan
• Access to sleek client portal (if using a supported custodian)
• Regular portfolio rebalancing
• 2x 60-minute annual reviews
• Quarterly reporting
• Unlimited email support
Pricing
Annual fee based on assets under management (billed quarterly)
• 0.75% for assets under $500k
• 0.6% for assets of $500k - $1m
• 0.5% for assets above $1m
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Financial Planning
Building your wealth starts with a plan. You’re working hard to get to where you want to be, and we want to help your money work just as hard. We’ll help you identify & execute on various financial strategies to create, build, and preserve the most amount of wealth, that reflects both your lifestyle and values.
Services Include
• 30-minute free consultation
• Data & information gathering
• 60-minute review of your plan
Pricing
Options include:
• Hourly fees
• One-time/flat fees
• Capped hourly fee
“If you can expect the same, if not better returns, there’s no reason not to invest sustainably.”
Adrien Vanpoperinghe, Founder of Lybis Investing