Welcome to
The Aspiration Redwood Fund

The Aspiration Redwood Fund uses a rigorous analysis of companies’ sustainable environmental, workplace, and governance practices to find investments we believe are poised for growth. Our goal is to help you build value and honor your values – all at the same time.

Learn more about Redwood

Invest in What Matters

If you go stand among the Redwoods – the tallest trees on Earth – you’ll look up in awe at their staggering height. But if you want to be truly amazed, look down. You will see that these enormous trees are held in place by very shallow roots. So how is it that these trees can grow so tall? How is it that they thrive instead of being toppled by storms and winds? It is because their roots are intertwined. Redwoods hold each other up.

We are all interconnected. Our actions have consequences – for good or ill. Smart companies understand that. The Aspiration Redwood Fund believes that by investing in such companies we can produce strong returns while making our world a better place.

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What is Sustainable Investing?

It used to be that many thought investing in socially responsible ways meant sacrificing returns.

But new studies have shown that companies who incorporate sustainable thinking into their businesses end up outperforming their peers1. They invest in lowering their energy bills to save money, promote workplace diversity to be more innovative, and understand that today's customers seek out companies with good reputations.

Today's best businesses know that in order to grow and thrive they have to act responsibly - toward their customers, their community, their employees and the planet.

Smart companies know that if they act better, they will do better.

A Look Inside

The Aspiration Redwood Fund is a fossil fuel-free fund investing in sustainable businesses that are leaders in their industry when it comes to caring about their people, the planet, and their company's purpose and mission.

Sustainable investing should be open to everyone

The total US-domiciled assets under management using sustainable investing strategies grew from $12 trillion at the start of 2018 to $17.1 trillion at the start of 2020, an increase of 42 percent.4 Sustainable investing is becoming a major part of the portfolios of the very wealthy, but everyday investors are being left behind.

Sustainable Investing in the United States 1995-2020
ESG Corporation Overlapping Strategies Shareholder Advocacy

Source: US SIF Foundation.

With a minimum investment of only $10, the Aspiration Redwood Fund puts best-in-class sustainable investing in the reach of everyone.

Invest Your Values — With a Firm that Shares Your Values

Aspiration and our portfolio managers earn what you decide is fair — and then we donate 10% of that to charitable giving.

When we say that you decide what to pay us, we mean it. There are no minimum or hidden fees to become part of Aspiration. You are free to change how much you pay us as often as you want and at any time — and we will never change that. It's your right to choose the level at which to pay us — and, no matter what you choose, you will have all the same rights as every other Aspiration customer.

It's up to us to demonstrate to you that we deserve to get paid for our work. If you don't think we do, you shouldn't pay us. The question is: why isn't the rest of the financial industry willing to do the same?

We refuse to charge you fees that are in many other mutual funds — fees you may not even know about because you don't see them. And because the Redwood Fund is only available directly to our clients on our platform, we don't have to pay gatekeepers or middle men — costs which otherwise would get passed on to you.

  • No front load fees
  • No back load fees
  • No per transaction fees
  • No performance fees
  • No redemption fees

About Fund Operating Expenses

There are some underlying fees in the fund. They do not go to us, but to third parties (although some may be passed through us to make these payments easier). Many mutual funds have some of these types of fees. They often put it in the fine print — we tell you up front.

We cap these annual operating expenses you pay to third parties at 0.5% of your assets — and make up expenses over that ourselves (except for traditional exceptions).