Performance + Personalized Impact
Recap’s data-driven investing technology combines the latest innovations in “ESG” (Environmental, Social, Governance) and impact research with Nobel Prize-winning financial models.
Your Fully Automated Custom Portfolio
Achieve market performance while making the sustainable choice.
Choose Your Impact
Our Impact Areas are designed to align with the UN Sustainable Development Goals (UN SDGs).
Choose any combination of impact areas from our 9 areas.
Support companies curbing greenhouse gas emissions
Promote companies accelerating equal opportunities and pay for all genders
Poverty & Basic Needs
Improve access to nutrition, basic services and housing for all
Two Portfolio Types
Whether you invest on your own or with a financial advisor, it’s easy to start your sustainable investing journey with Recap.
We offer retirement (Traditional/Roth IRA) and taxable account options with low minimums.
US Equities Only
We build for you a portfolio of directly held US stocks which tracks the market and targets the impact areas of your choice.
A simple replacement for your US stock market ETF.
Diversified Asset Allocation
We construct a diversified sustainable portfolio that is tailored to your risk preferences, time horizon, and impact choices.
A complete investment solution which combines your personalized portfolio of US stocks with an allocation of sustainable ETFs across asset classes.
Recap is a sustainable investing platform that enables you to easily and transparently invest only in the companies that share the same environmental and social vision as you.
Recap's performance is hypothetical and does not represent the investment performance or the actual accounts of any clients. The securities in the hypothetical portfolio were selected with the full benefit of hindsight, after their performance over the period shown was known. The results achieved in our simulations do not guarantee future investment results. The model performance information is based on the back-tested performance of hypothetical investments over the time periods indicated. “Back-testing” is a process of objectively simulating historical investment returns by applying a set of rules for buying and selling securities, and other assets, backward in time, testing those rules, and hypothetically investing in the securities and other assets that are chosen. Any comparisons to indices are provided for illustrative purposes only.