Charles Goldman Invests in Green Alpha Advisors

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Financial services veteran sees opportunity in Green Alpha investing approach.

Using sustainability as an initial way to define an economically viable universe of companies, and then applying strong fundamental analysis when evaluating which companies to invest in, is a great way to generate alpha.

Green Alpha ® Advisors, LLC, a money manager for environmentally focused capital, today announced that longtime financial services executive Charles Goldman has invested in the company as an equity partner and is a member of the Advisory Board. Goldman joins founding Partners Jeremy Deems and Garvin Jabusch, as well as other partners including the Sierra Club and Boulder’s Red Idea Partners, LLC.

Goldman is widely known and respected for having headed the Registered Investment Advisory (RIA) custody units of both Charles Schwab & Co. and Fidelity Investments as well as board and advisor positions at CFP, Personal Capital and Bain and Company. “I am excited to help the Green Alpha team build a new way to manage assets,” Goldman said. “I believe their approach of using sustainability as an initial way to define an economically viable universe of companies and then applying strong fundamental analysis when evaluating which companies to invest in is a great way to generate alpha.”

Jabusch, Green Alpha’s Chief Investment Officer, added, “Charles is a national investment management leader with a deep knowledge of the financial services industry and more than two decades of executive leadership experience. His track record of success is exactly what we need to advance Green Alpha’s growth nationally, across multiple channels.”

Green Alpha Advisors is the subadvisor to the Shelton Green Alpha Fund. Shelton Capital Management introduced the Shelton Green Alpha Fund last March (NEXTX) in response to the growing conviction that investing in companies responding to the challenges presented by a warming, increasingly populous, carbon-and-resource-constrained world makes sense.

The fund's three month performance of +15.47% (as of 6/30/2013) makes it the top performer in Morningstar's Large Growth category in the second quarter. The Shelton Green Alpha Fund was ranked #1 out of 1821 Large Growth Funds.

Since its inception on 3/12/2013 through 9/10/2013, the fund has returned +25.6%. See the current and since inception performance of NEXTX on http://www.morningstar.com.

Green Alpha focuses on identifying and investing in publicly traded companies leading the way to the Next Economy™. Next Economy companies are market leaders responding to the challenges presented by a warming, increasingly populous, carbon-and-resource-constrained world. Through technology and innovation, carefully selected portfolios of these companies deliver strategic growth through opportunities in transportation, communications, commerce, infrastructure, materials, energy, agriculture and water.

Green Alpha Advisors is helped by the Fossil Free Investing movement, which is demanding that public interest institutions divest their holdings from fossil fuels. At last count, there were active divestment campaigns on 305 campuses and in more than 100 US cities and states, and Green Alpha Advisors’ approach to portfolio management mirrors that trend.

About Green Alpha Advisors

Green Alpha Advisors was founded in 2007 by Jeremy Deems and Garvin Jabusch to provide fundamentals based, science driven portfolios modeled after the emerging next economy. Green Alpha’s portfolios exist to provide a conduit of capital into the green economy and, more importantly, to serve the interests of investors who understand the importance, magnitude and financial implications of the inevitable global economic transition towards sustainability.

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