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Carbon Collective Investing LLC

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Investment Firmswww.carboncollective.coUpdated

Climate-conscious, fiduciary investment adviser delivering accessible, human-centered guidance and climate-focused portfolios for individuals, employers, endowments, and nonprofits.

Overview

Carbon Collective Investing LLC is a climate-focused investment adviser serving individuals, nonprofits, and employer-sponsored plans. The firm describes itself as independent and fiduciary, offering guidance and portfolio approaches that aim to align financial goals with the transition to a low-carbon economy. Its services target everyday investors as well as organizations seeking sustainable investment options, endowment management, and cash‑management support. By combining ESG‑aware investment theses with a transparent, human-centered approach, the organization emphasizes education, accessible guidance, and compliance-conscious stewardship to help clients pursue long‑term financial outcomes alongside climate resilience.

Mission statement

To enable investors to grow wealth while advancing climate solutions by providing transparent, fiduciary guidance and practical frameworks that simplify responsible investing for individuals, employers, and nonprofits.

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What we offer

ClimateSmart Target Date Funds

Diversify 401(k) investments around climate risk using ClimateSmart Target Date Funds.

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US Climate Solutions ETF

Invest in climate solutions through a dedicated ETF for sustainable growth.

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Short Duration Green Bond ETF

Provides climate-aligned fixed income with shorter duration for better interest rate management.

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ClimateSmart Endowment

Service

Tailored endowment management for nonprofits focused on climate solutions.

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ClimateSmart Cash Management

Service

Manage nonprofit cash reserves with sustainable investment strategies for optimal returns.

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Fiduciary 2.0 Software

Streamline fiduciary responsibilities with user-friendly, compliant software for efficient plan management.

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Better Together 401(k) Program

Service

Receive personalized 401(k) support with potential cost savings and independent oversight.

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Market segments

401(k) Plan Advisory

Advisory and plan management for employer-sponsored 401(k) plans, including fiduciary oversight, plan design, participant guidance, cost management, and target-date investment options.

Products: Better Together 401(k) Program, ClimateSmart Target Date Funds, Fiduciary 2.0 Software

Nonprofit endowment management

Endowment and cash-reserve management tailored to nonprofit organizations, combining climate-aligned portfolios, goal alignment, and custom bond strategies.

Products: ClimateSmart Endowment, ClimateSmart Cash Management, Short Duration Green Bond ETF

Climate-focused equity ETFs

Public equity strategies and ETFs that provide exposure to U.S. companies delivering climate solutions and climate-transition thematic equity allocations.

Products: US Climate Solutions ETF, ClimateSmart Target Date Funds

Climate-aligned fixed income

Fixed-income products and portfolios focused on green bonds and short-duration strategies to provide climate-aligned income and manage interest-rate risk.

Products: Short Duration Green Bond ETF, ClimateSmart Cash Management, ClimateSmart Endowment

Fiduciary compliance and plan governance

Compliance, governance, and audit-ready recordkeeping for fiduciaries and plan sponsors to support ERISA compliance, regular investment reviews, and documentation exports for audits.

Products: Fiduciary 2.0 Software, Better Together 401(k) Program

More information about our offering

ClimateSmart Target Date Funds

ClimateSmart Target Date Funds are climate-focused 401(k) target-date options designed to diversify around climate risk and opportunity. They divest from oil and fossil-fuel dependent sectors, reinvest into climate solutions, broadly hold the rest of the global stock market, and balance stocks with green and government bonds. The funds are offered via a Collective Investment Trust (CIT) structure in partnership with Benefit Trust for use in 401(k) plans.

  • Facilitates 401(k) Access
    The CIT structure simplifies the integration of ClimateSmart funds into employers' 401(k) plans.
  • Reduce Fossil Fuel Risks
    Minimizes exposure to sectors at risk from the transition to a low-carbon economy.
  • Invest in Innovative Solutions
    Funds are directed toward companies and technologies that are advancing climate-friendly initiatives.
  • Flexible Investment Horizons
    Allows investors to select funds aligned with their retirement timelines.
  • Diversify Across Asset Classes
    Achieve balanced exposure to traditional and climate-focused investments.

US Climate Solutions ETF

The US Climate Solutions ETF provides exposure to climate-focused U.S. equities, enabling investors to participate in the climate transition within a dedicated ETF vehicle that complements other climate-focused holdings.

  • Access Climate-Focused Companies
    Investors gain exposure to U.S. companies committed to addressing climate challenges, supporting sustainable innovation.
  • Target U.S. Climate Innovators
    Focusing on companies that lead in climate technologies, providing tailored investment opportunities.
  • Capitalize on Climate Transition
    Investors benefit from the increasing market demand for sustainable and eco-friendly solutions.
  • Enhance Investment Diversity
    Complements existing sustainable investments, enabling a well-rounded climate-focused investment strategy.

Short Duration Green Bond ETF

The Short Duration Green Bond ETF provides exposure to green bonds with a shorter duration profile, offering climate-aligned fixed income and diversification within investors’ portfolios.

  • Invests In Sustainable Projects
    This ETF focuses on bonds specifically used to finance environmentally friendly projects, enhancing the impact of investments.
  • Reduces Interest Rate Sensitivity
    By focusing on short-duration bonds, this ETF helps mitigate the risks associated with rising interest rates while still providing fixed-income returns.
  • Enhances Portfolio Diversification
    Incorporating green bonds into investment strategies allows for better risk management and alignment with sustainable investing goals.

ClimateSmart Endowment

Endowment management service for nonprofit organizations, offering tailored portfolios including custom bond portfolios via Artesian Investing, aligned to organizational goals and long-term stability.

  • Create Custom Bond Portfolios
    Offering specialized bond portfolios that meet unique financial requirements and support sustainability.
  • Align Goals With Investment Strategy
    Each investment strategy is customized to ensure it aligns with the long-term objectives and ethical considerations of the organization.
  • Manage Nonprofit Endowments Effectively
    Providing comprehensive management services that focus on enhancing the long-term sustainability and financial health of nonprofit endowments.
  • Avoid Fossil Fuel Investments
    Reducing exposure to fossil fuel-related financial risks while promoting climate-positive investment options.
  • Adopt Climate-Focused Investment Approach
    Targeting investments in renewable energy and other climate solutions to support the transition to a sustainable future.

ClimateSmart Cash Management

Cash management for nonprofit organizations, balancing money market yields with green bonds and bundling with 401(k) service for discounts; larger accounts can pursue customized bond portfolios with Artesian Investing.

  • Manage Nonprofit Cash Efficiently
    Utilizes investment strategies that enhance cash reserves while addressing climate change.
  • Invest in Custom Bond Portfolios
    Tailored bond strategies designed to enhance returns while supporting climate initiatives.
  • Unlock Additional Discounts
    Combining services can lead to significant cost savings for organizations.
  • Achieve Climate-Aligned Returns
    Optimizing returns through investments that align with sustainability goals.

Fiduciary 2.0 Software

Fiduciary 2.0 software is a free platform to build and maintain immutable records for fiduciary oversight, enabling regular investment reviews and easy export of records for audits and plan health monitoring.

  • Facilitates Easy Audit Processes
    Streamline your audit preparations with one-click export of all necessary records, ensuring compliance and reducing stress during audits.
  • Ensures Record Integrity
    Guarantees the accuracy and reliability of all fiduciary records, essential for maintaining compliance and transparency.
  • Enhances Plan Oversight
    Continuously track your plan's health and service provider performance, ensuring proactive management and decision-making.
  • Reduces Financial Barriers
    Access comprehensive fiduciary management tools without any cost, ensuring all organizations can meet their fiduciary obligations.
  • Streamlines Compliance
    Simplify your compliance process with a single actionable task each quarter, making fiduciary responsibilities more manageable.

Better Together 401(k) Program

Better Together 401(k) Program provides 401(k) advisory services as part of a collaborative offering, featuring real human support, independent fiduciary oversight, and potential cost savings compared with traditional providers.

  • Engage Expert Advisors
    Connect with dedicated advisors who provide tailored guidance throughout your 401(k) management.
  • Ensure Compliance and Accountability
    Rest easy knowing that your plan is managed under independent fiduciary standards to protect participants' interests.
  • Get Personalized Assistance
    Receive hands-on support from knowledgeable advisors, ensuring smooth transitions and effective onboarding.
  • Save on Advisory Fees
    Reduce fees compared to standard advisory offerings, benefiting your bottom line.
  • Simplify Compliance Tasks
    Easily maintain records and documentation to stay audit-ready with minimal effort.

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