Tag Archives: #PreciousMetals

Episode 23 – Sustainable and Impact Investing is Not a Charity – With Peter Krull

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , , , , , , ,

Peter Krull is the Founder, CEO and Director of Investments at Earth Equity Advisors. He focuses on creating and managing Earth Equity’s sustainable, responsible and impact investment portfolios as well as writing thought leadership pieces and sharing the responsible investing story.

In today’s episode of Power Your Advice, Pete and Doug Heikkinen discuss the state of sustainable, responsible and impact investing in the financial services community today. Is everyone who says they do it really doing it? How can you tell the difference? They also discuss:

  • The screening process for a green stage portfolio
  • How sustainable portfolio returns compare to portfolios that don’t take sustainable or impact investing into account
  • How divesting from fossil fuel holdings can help with risk management inside a portfolio
  • Why Pete believes that you can trace breadcrumbs from an investment to saving the world for our kids
  • Why Pete thinks advisors should be on the green wave for their clients

RESOURCES: Earth Equity Advisors

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Episode 22 – Hedging Against Volatility With Precious Metals- with Christopher Blasi

Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized, , , , , , , , ,

Chris Blasi is the President of Neptune Global Holdings, LLC, a precious metals dealer and creator of the PMC Ounce, a precious metals composite which combines the four major metals into one investment product that offers the properties of an ETF, but with one key differentiator – the investor actually owns the metals, and at any time, can convert the PMC Ounces they own to take physical delivery of the metals.

In this episode of Power Your Advice, Mike and Doug Heikkinen discuss precious metals – what they are and how they can help diversify client portfolios. 

  • Overview of the precious metals asset class, how it works, and the precious metals within it
  • Overview of the PMC Ounce – how it works, and how advisors can take advantage of it
  • How can advisors talk about the PMC Ounce, and precious metals in general, with their clients
  • How and why Neptune Global has grown and thrived during the COVID-19 pandemic

Resources:  Neptune Global Holdings, LLC | PMC Ounce

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