As a Certified B Corporation Pekin Hardy Strauss supports the global movement for social and environmental responsibility
What It Means to Be a B Corp
Certified B Corporations are businesses that meet the highest standards of verified social and environmental performance, public transparency, and legal accountability to balance profit and purpose. B Corps are accelerating a global culture shift to redefine success in business and build a more inclusive and sustainable economy. Certified B Corporations achieve a minimum verified score on the B Impact Assessment—a rigorous assessment of a company’s impact on its workers, customers, community, and environment—and make their B Impact Report transparent on bcorporation.net. Certified B Corporations also amend their legal governing documents to require their board of directors to balance profit and purpose. The combination of third-party validation, public transparency, and legal accountability help Certified B Corps build trust and value. B Corp Certification is administered by the non-profit B Lab.
A Wealth Advisor B Corp To us, being a B Corp is more than a certification. It’s about acting with integrity, treating our associates and clients like family, investing in our community, and being responsible corporate citizens in big ways and small. From simply going paperless to reduce resource consumption to engaging with portfolio companies to push for improved sustainability, we are focused on finding ways to make a positive impact with our business. And this extends to the ways in which we help our clients invest their capital. Our firm has been working with clients to develop sustainable investing strategies for over 15 years. Our work in environmental, social and corporate governance (ESG) investing and our commitment to engagement and shareholder advocacy allow us to help our clients achieve impact with their investments. We also look for opportunities to help our clients invest directly in our community by partnering with community development financial institutions (CDFIs) and other community investment funds that put dollars to work in the parts of our community that need them most.
Best for the World – Customers
Best for the World – Changemaker
Best for the World – Changemaker
Best for the World – Changemakers
More Info About B Corps
About B Lab and the Selection Process
The Best For The World Lists are selected based on verified responses to the B Impact Assessment, a platform that measures a company’s impact on its workers, community, customers, and environment. Prospective B Corps complete the Impact Assessment as a part of the initial B Corp Certification process, and then must update the assessment every three years to ensure they still qualify. Best For The World recipients scored in the top 10th percentile of all Certified B Corporations in the respective impact area on the B Impact Assessment. Of the 3000 B Corps, 1000 were named to the 2019 Best For the World.
Pekin Hardy Strauss is not affiliated with B Lab and the firm has not made any payment for participation in this survey. Acknowledgements of this kind are only one of many factors relevant in determining whether to retain an investment adviser. Please contact your Financial Advisor for more information on the methodology of the survey.
B Lab is a nonprofit that serves a global movement of people using business as a force for good. B Lab’s initiatives include B Corp Certification, administration of the B Impact Management programs and software, and advocacy for governance structures like the benefit corporation. B Lab’s vision is of an inclusive and sustainable economy that creates a shared prosperity for all. To date, there are 3,000 Certified B Corps in over 150 industries and 64 countries, and over 50,000 companies use the B Impact Assessment. For more information, visit https://bcorporation.net/
B Lab Contact: Hannah Munger; Manager, PR & Communications; email@example.com; +1 212-608-4150
Because the application of ESG (environmental, social, governance) screens eliminate certain securities as investments, it may cause performance to behave either positively or negatively compared to strategies that do not apply ESG screens.
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APPLESEED FUND DISCLOSURE
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing. The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-800-470-1029.
There is no guarantee that the vehicles presented will succeed; and investment results may vary. Bonds are affected by a number of risks, including fluctuations in interest rates, credit risk, and prepayment risk. Alternative Private Investments, such as REIT's and real-estate related securities involve special risks. such as limited liquidity and interest rates risk. Investors in alternative investments should bear in mind that these products can be highly speculative and may not be suitable for all clients. Investments in commodities may be affected by overall market movements, changes in interest rates, and other factors, such as weather disease, embargoes, and international economic and political developments.
The universe of acceptable investments for the Fund may be limited as compared to other funds due to the Fund’s ESG investment screening. Because the Fund does not invest in companies that do not meet its ESG criteria, and the Fund may sell portfolio companies that subsequently violate its screens, the Fund may be riskier than other mutual funds that invest in a broader array of securities. Although the Pekin Hardy believes that the Fund can achieve its investment objective within the parameters of ESG investing, eliminating certain securities as investments may have an adverse effect on the Fund’s performance.
The Fund's past performance does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance of the Fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by calling 1-800-470-1029.
The Fund is managed by Pekin Hardy Strauss Inc. an SEC registered investment firm dedicated to value investing. For more information, visit www.appleseedfund.com.
The Appleseed Fund is distributed by Ultimus Fund Distributors, LLC. (member FINRA)