Making an Impact

Here at Ella Financial Advising, we are climate conscious and passionate about the environment! We work with clients who are the same, so we like to provide impact reports at the end of the year.

Sometimes, we can get bogged down in the day-to-day and feel like we're not making an impact. These reports help show that every little bit counts, and sometimes, they reveal we're making a huge impact.

Take our Aggressive allocation for example:

This statistic compared environmental fines between the companies in our aggressive allocation vs. the companies in the S&P 500's. As you can see, ours did significantly better.

Here is a list of agencies that assess fines:

• Environmental Protection Agency

• Energy Department Office of Enforcement

• Bureau of Safety and Environmental Enforcement

• Pipeline and Hazardous Materials Safety Administration

• Environmental Protection Agency referral to the Justice Department

• National Oceanic and Atmospheric Administration referral to the Justice Department

• US Coast Guard referral to the Justice Department

• US Fish and Wildlife Service referral to the Justice Department

• Energy Department referral to the Justice Department

• Federal Energy Regulatory Commission

• Interior Department Office of Natural Resources Revenue

• Environmental Protection Agency civil settlements

All of our portfolios received A ratings on SDGs (United Nations Sustainable Development Goals)!

These goals include assessments of:

• Water and sanitation

• Clean energy

• Sustainable communities

• Climate action

• Life below water

• Life on land

For us, it's important to work hard to protect the environment and to support policies and companies who strive to achieve those same goals.

If you're interest in talking more about our portfolios, your potential impact, and your cherished values, please reach out!