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Proprietary Principles Make The Difference
Consider Our Approach:  The One True Shade of Green
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While there are other green mutual funds out there, only the Sierra Club Stock Fund uses the Sierra Club environmental and social guidelines. The relationship between the Sierra Club and Forward Management is one of mutual trust; by combining our investment know-how with the Club's century-old reputation for integrity and leadership, we strive to make the Sierra Club Stock Fund the very definition of an environmentally responsible investment.

Of course, no company is perfect, and Sierra Club recognizes that all companies and individuals may be irresponsible from time to time. As an organization that pursues perfection, their goals and values prevent them from labeling any single company as "environmentally and/or socially responsible." However, the Sierra Club considers the companies who meet their environmental guidelines to be well-managed, worthy organizations that are deserving of investment support.
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The Sierra Club Stock Fund is professionally managed under the supervision of Forward Management, the independent Investment Advisor. The fund may choose not to purchase or retain investments that may be profitable if the companies being considered are in conflict with the established environmental and social guidelines of the Sierra Club.

Sierra Club Stock Fund is distributed by ALPS Distributors, Inc.
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Sierra Club® is a registered trademark of the Sierra Club.