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243 Scalehouse Loop Suite 5B,
Bend, OR 97702
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(541) 678-5475
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Let’s highlight one of our funds: NEXTX, Shelton Green Alpha
Our favorite Mid-Growth fund soared 114% in 2020!
Jack met the managers of the Shelton Green Alpha Fund (ticker: NEXTX) at an SRI conference in Portland in the summer of 2013, just months after the fund opened. We’ve been using the position in our SRI portfolios ever since. It has always been a solid investment, but the incredible returns of 2020 are worth noting!
Below are a few management highlights of the fund and a link to the factsheet.
~Identifies green economy companies that have above-average growth potential
~Invests in companies that work to improve human well-being and increase economic efficiencies, while significantly reducing environmental risks
~ Seeks companies which provide products and services that help economies adapt to, solve or mitigate the effects of key environmental and economic systemic risks
Click through to see the fact sheet on Shelton’s website.
Jack Schniepp is a CERTIFIED FINANCIAL PLANNER™ (CFP®, ChFC®) and the owner of Cascade Financial Strategies in Bend, Oregon. CFS is a registered investment advisor licensed in Oregon, California and Idaho. They specialize in socially responsible investing which integrates environmental, social, and corporate governance (ESG) criteria into portfolio construction.
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Phone: 541-678-5475
Fax: (541) 678-5476
E-mail: [email protected]
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ADDRESS
243 SW Scalehouse Loop, Suite 1A,
Bend, OR 97702
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A Registered Investment Advisor
Investment Advice is offered through Cascade Financial Strategies, a registered investment advisor licensed in Bend, Oregon, California and Idaho (We also operate in other states under the "de minimis" exemption, meaning having five or fewer clients within that state).
An investment advisor or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s investment advisor or IA rep requirements; and follow up, individualized responses to consumers in a particular state by investment advisor or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s investment advisor or IA rep requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of an investment advisor or IA rep, please do not hesitate to contact your state securities law administrator. Cascade Financial Strategies