Every year on Earth Day there’s a lot of talk about the environment, but we believe that to fight the climate change crisis we need to do more than come together once a year on April 22.
At Aspiration, we’re committed to helping our customers “Move to Green” all year long—whether it is with fossil fuel free banking, sustainable investing in High Road companies, or our Aspiration Impact Measurement* to help you spend with a conscience.
Many may not realize it, but their own bank deposits and investments are likely funding the destruction of the planet. But you don’t have to let the Big Banks and Wall Street lend and invest your dollars in Big Oil.**
It won’t be easy, but we’re issuing a big challenge: imagine if we could get 1 million Americans to commit to move their money to green banking and investing by Earth Day 2019.
Because if we get our friends, family, and neighbors to join with us in making this important change, we can build a powerful movement that can actually make a real difference in the fight against climate change.
To kick things off, we’re pledging to give $22 for every 100% fossil fuel free investment account opened at Aspiration between now and June 30, 2018.***
If you open an account, we’ll give you $11, and donate the other $11 to environmental non profits through our new Aspiration Impact Fund.**** Plus, you’ll get to vote on which organizations we support!
It’ll mean extra dollars for you and for the organizations working hard to combat climate change and protect our planet.
Investing is about choices. Whether you’re a seasoned investor or just starting out, you have the choice to use your dollars to make a difference in the world.
(Rest assured, choosing green banking and investing doesn't mean sacrificing good returns. Studies suggest that companies and investment funds that favor good environmental, social, and governance policies are performing as well or better than those that don’t.)*****
The clock is ticking on the planet and the time is now to commit to move your money.
Start with $100 or $100,000, it’s your choice—but start today.
Because you decide where your dollars go, and it’s a decision that truly matters, on Earth Day and every day.
*More information regarding Aspiration Impact Measurement can be found at
***Clients should familiarize themselves with the following terms and conditions of the cash incentive program (“Program”) and the cash incentive payment (“Payment”) available under the Program:
Natural Person Clients: The Program is available only to individual clients who are natural persons, i.e., not organizations or entities (“Natural Person Clients”). Accounts held in the name of a financial advisor, institution, corporation or other non-natural person are not Natural Person Clients. Aspiration Fund Adviser, LLC (the “Adviser”) has full discretion in determining whether a client qualifies as a Natural Person Client.
Minimum Purchase Amount and Minimum Holding Period: To qualify as a Natural Person Client eligible to receive the Payment (“Eligible Client”), the Natural Person Client must purchase shares of the Aspiration Redwood Fund (the “Fund”), in accordance with the minimum number of shares as described in the Fund's Prospectus, beginning on or after April 20, 2018 and before June 30, 2018, and must maintain an investment at or greater than that number of shares of the Fund for a period of no less than 90 calendar days. This Program is only available to new Fund shareholders. Existing Fund shareholders are not eligible for this Payment.
Payment: An Eligible Client will receive a Payment of $11.00 from the Adviser in the form of additional shares of the Fund or a cash payment made via ACH to the Client’s funding account no later than October 30, 2018. The method of Payment shall be selected by the Adviser. The Payment is non-transferable and non-assignable. The Adviser will also make a donation of $11.00 to the Aspiration Impact Fund. The Aspiration Impact Fund is The Aspiration Impact Fund is a vehicle for donating to environmental causes within our Aspiration Foundation 501(c)(3). The Payment is only available once per Client. If Client opens more than one account with the Adviser, only one Payment will be made to the Client.
Right to Terminate or Modify the Program: The Adviser reserves the right to terminate and/or modify this Program at any time without prior notice.
An Eligible Client agrees that the Program does not create, and will not be interpreted to create, any rights, relationship or obligation between the Eligible Client and the Fund, including without limitation rights to Fund shares or payments, and that the Program is an arrangement solely between the Eligible Client and the Adviser. Any Payment made to the Eligible Client under the Program is made by the Adviser out of its own resources. The Payment is not(i) a rebate or discount of the advisory fee paid to the Adviser by the Eligible Client, (ii) a fee paid by the Funds or a rebate of any fees paid by the Funds under the Plan of Distribution Pursuant to Rule 12b-1, or (iii) a discount on the public offering price of Fund shares. As a client of the Adviser, the Eligible Client is still responsible for the payment of agreed-upon advisory fees that the Eligible Client would otherwise pay for bona fide services provided by the Adviser. As a Fund shareholder, the Eligible Client will possess the same shareholder and dividend rights and be subject to the same fees as the other Fund shareholders. An Eligible Client is responsible for any and all tax liabilities associated with the Program. This offer is void where prohibited by law.
**** The Aspiration Impact Fund is a vehicle for donating to environmental causes within our Aspiration Foundation 501(c)(3).
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. The use of futures contracts may cause the value of the Fund’s shares to be more volatile. There is a risk that investing in a select group of securities could subject the fund to greater risk of loss and could be considerably more volatile than the fund’s primary benchmark or other mutual funds that are diversified across a greater number of securities. 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 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 e-mail 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 Redwood Fund and Aspiration Flagship Fund, which are 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. RCASP03418006