You shop with a conscience when you purchase clothes, coffee, or cartons of milk. However, when it comes to investing, the conventional wisdom has held that there is a trade-off between ethics and earnings. Those days are over.
Today, Aspiration is unveiling our newest product: the Aspiration Redwood Fund – a fossil fuel-free fund investing in sustainable businesses that are leaders in their industries when it comes to prioritizing their people, the planet, and their company's purpose and mission.
Today’s best businesses know that in order to grow and thrive, they have to act responsibly – toward their customers, their community, their employees, and our environment. They know that if they act better, they will do better.
Backed by extensive third-party research, we believe investing in these companies can help your portfolio do better too. In strategic partnership with UBS Asset Management, we use a rigorous analysis of companies’ sustainable environmental, workplace, and governance practices to find investments we believe are poised for growth. Our goal is help you build value and honor your values – all at the same time.
One year ago this month, Aspiration was born. Since then, we have become one of America’s fastest growing online investment firms, been named one of Entrepreneur magazine’s "100 Brilliant Companies," and seen our high-interest Aspiration Summit Account chosen by Money magazine as the “Best Checking Account” in America.
Yet, nothing we’ve done has been more exciting that the announcement we’re making today. Today, as never before, we put the power to “do well” and “do good” in your hands.
An investment in the Fund is subject to investment risks, including the possible loss of some or the entire principal amount invested. There can be no assurance that the Fund will be successful in meeting its investment objective. Investment in the Fund is also subject to the following risks: Market Risk, Management Risk, Derivatives Risk, Futures Risk, Leverage Risk Associated with Financial Instruments, Focused Investment Risk, Foreign Investing Risk, Limited Capitalization Risk, Temporary Defensive Positions, New Fund Risk. More information about these risks can be found in the Fund's prospectus.
An investor should consider the investment objectives, risks, and charges and expenses of the Fund before investing. The prospectus contains this and other information about the Fund. A copy of the prospectus is available at funds.aspiration.com/redwood or by calling Shareholder Services at 800-683-8529. The prospectus should be read carefully before investing. Current and future holdings are subject to change and risk.
Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Aspiration Fund Adviser, LLC is the adviser to the Aspiration Flagship Fund, which is distributed by Capital Investment Group, Inc., Member FINRA/SIPC, 100 E. Six Forks Road, Suite 200, Raleigh, North Carolina 27609, (800) 773-3863. There is no affiliation between Aspiration Fund Adviser, LLC, including its principals, and Capital Investment Group, Inc.