Portfolio Management For Environmental Investors
Frank Morris Principal
Office: 40 Exchange place, Suite 2010 New York, NY 10005
Phone: 516.410.8461, 212.321.7086
Fax: 212.202.4036
Email: fm@ecologicadvisors.us
What is Ecologic Advisors? Earth Index™ Green Market Recap Oct 07
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Ecologic Advisors is a New York State Registered Investment Advisory specializing in Environmental Investing. Form ADV (similar to a prospectus) available upon request. Ecologic Advisors was launched in 2005. Earth Index was trademarked in 2004, and www.ecologicinvestor.com has been covering the green space since 2002.
Environmental Investing and Earth Index
Ecologic Advisors has trademarked the EARTH INDEXTM to act as a benchmark of the green economy. Earth Index is a multi-sector, multi-cap, price weighted index of 50 public companies traded on US exchanges that provide solutions to environmental pollution.
Our Services
We at Ecologic Advisors manage portfolios for individual and institutional investors. We are paid a fee based on a percentage of assets under management, thus we have a great incentive to increase the value of your portfolio. Scottrade www.scottrade.com is our custodian, all clients open individual accounts with Scottrade, and these accounts are managed by Ecologic Advisors. We employ three strategies: Buy and hold Green, Active Green-Long Only, and Long/Short Green. Please contact us to discuss your risk tolerance and investment time frame. Management fees and investment minimums can be discussed by contacting ECOLOGIC ADVISORS 516 410-8461.