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Peter Krull is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based out of North Carolina that oversees approximately $200 million in assets under management for 250 client households. What sets Pete apart is his ability to grow his firm by helping clients align their portfolios with their personal values, turning investments into a reflection of the businesses they want to support. He achieves this while maintaining well-diversified, market-aligned portfolios that are prudently allocated to sound businesses. Listen in as Pete shares how his sustainable investing approach focuses on identifying sectors and companies poised for future success, differentiating it from socially responsible and ESG investing by taking a bottom-up, forward-looking perspective. He explains how he uses a combination of industry insights, quantitative metrics, and third-party evaluations to construct client portfolios with a mix of equities and fixed-income investments that align with sustainability criteria while meeting clients' risk tolerances. Pete also discusses how serving a well-defined niche has expanded his business opportunities, enabling him to attract clients who want their investments to support the future they envision, and how merging with a larger firm has allowed him to scale his offerings and reach even more like-minded investors. For show notes and more visit: https://www.kitces.com/419
Description: Guest: Peter Krull, Partner and Director of Sustainable Investing at Earth Equity Advisors around $200M Website: EarthEquityAdvisors.com Here's more information on Peter's Green Sage Sustainability Portfolio: https://www.earthequityadvisors.com/green-sage/ Here is the link to the book Peter Mentioned: https://www.amazon.com/Essentialism-Disciplined-Pursuit-Greg-McKeown/dp/0804137404 Bio: Peter Krull, CSRIC, is a Partner and the Director of Sustainable Investing at Earth Equity Advisors, a Prime Capital Financial Company. He is also the 2024 Investment News ESG/Responsible Investing Advisor of the Year, 1 and a well-known thought leader in the sustainable investment industry, advocating for fossil-fuel-free and sustainable, responsible, and impact (SRI) investing. Practicing sustainable investing for over 20 years, Peter believes in the power of positive, solutions-based investing. At Earth Equity, Peter focuses on creating and managing the firm's SRI investment portfolios, educating investors and advisors alike on the dangers of greenwashing, and writing thought leadership pieces. In 2021, Peter won the ThinkAdvisor Luminaries Award for Thought Leadership and Education 2 as well as the Sustainable Champion Award from the North Carolina Business Council in 2022. 3 He was ranked in the AdvisorHub listing of fastest-growing advisors in America for 2022. 4 Peter is a contributor to Forbes and Kiplinger and has been quoted in The New York Times, Barron's, Bloomberg, Money Magazine, Investor's Business Daily, MarketWatch, and many others. In addition, he has been regularly featured in numerous podcasts, magazines, and online articles. He hosts the video podcast, Dollars; Change: The Experts Guide to Sustainable and Responsible Investing and his book The Sustainable Investor: A Guide to Responsible Investing for Financial Advisors will be released by Wiley in 2025. A native of Western New York, Peter lives in Asheville, NC, with his wife, Dr. Melissa Booth, a scientist, science communicator, and novelist, and their very spoiled cat, Cleo. They drive electric vehicles and live in a solar and battery-powered house. 1 Awarded June 2024 for the 2023-2024 year period by InvestmentNews. No compensation was provided. 2 Awarded November 2021 for the year 2021 by ThinkAdvisor. No compensation was provided. 3 Awarded January 2023 by the North Carolina Business Council for the year 2022. No compensation was provided. 4 Awarded November 2022 by AdvisorHub for the year 2022. No compensation was provided. --- Support this podcast: https://podcasters.spotify.com/pod/show/smartmoneycircle/support
For sustainable investing one has to make clear changes, looking beyond lowering the share of fossil fuel companies in the portfolio, said Peter Krull, Partner at Earth Equity Advisors.“We don't have to accept less bad. We can just simply make transitions,” Krull said.“So sustainable investing to me is investing in companies that are going to reduce our exposure to carbon emissions, but also resiliency, because the climate change train has already left the station, we need to invest in companies that are creating more resiliency in our economies,” Krull said.Learn more about:Difference between ESG investing and sustainable investingCarbon offsets: good or bad?Is it too late to change the world?“The 2030 goal is great, but for the most part, it's just sort of everybody saying that's really going to be 2050, but 2030 is what we put on the surface to make it look good. And 2050 is too late, 2030 really is where we need to start hitting some of these targets,” Krull said.In the NatureBacked podcast, we talk with investors and entrepreneurs about their vision of the new green world.Subscribe to the NatureBacked newsletter on LinkedIn. Follow NatureBacked across platforms:Apple Podcasts | Spotify | Google PodcastsTwitter | Instagram
In this episode, Gil Jenkins speaks with Peter Krull, Partner & Director of Sustainable Investing at Earth Equity Advisors, A Prime Capital Investment Advisors Company. Peter focuses on creating and managing Earth Equity's sustainable, responsible, and impact investment portfolios as well as writing thought leadership pieces and elevating the responsible investing story.Gil talks with Peter about his background and journey into the industry, how sustainable investing has evolved from socially responsible investing (SRI), which focused on exclusion, and the differences between impact investing, ESG investing, and sustainable investing from his point of view. Peter also shares his thoughts on a few of the energy and environmental sectors that excite him most. Links:WebsitePeter Krull TwitterPeter Krull LinkedInFull Bio: Pete is a well-known leader in the green business community and a long-time advocate for fossil-fuel-free and sustainable, responsible, and impact (SRI) investing.He began his investment career at Merrill Lynch in 1998 where he earned the firm's Certified Financial Manager designation. He honed his investment management skills as he guided his clients through the dot-com bubble and recovery.In 2004, he hung up his shingle as Krull & Company and began the journey as a conscious entrepreneur. From the beginning, he knew that his firm would focus on responsible investing and trademarked the phrase, helping you align your investments with your values®. In 2017, Krull & Company became Earth Equity Advisors.Over the years, he has provided leadership to clients, colleagues, and communities. From chairing the Asheville-based environmental non-profit MountainTrue through a pivotal expansion to guiding Earth Equity Advisors' rapid growth and rise to prominence as a six-time Best for the World™ honoree, Pete's impact on the responsible investing movement is clear.He was named one of the 100 most influential financial advisors in America by Investopedia in 2018 and became one of the first individuals to earn the Chartered SRI Counselor™ designation from the College for Financial Planning. In 2021, Pete was featured by The Collider among the Faces of Climate City, which highlights Asheville, NC residents who are providing leadership in the Climate industry. He was also recognized on Real Leaders' list of 70 Environmental Leaders You Should Know alongside Sir David Attenborough, Jane Goodall, and Greta Thunberg, and was selected for the LUMINARIES Class of 2021 by ThinkAdvisor in the category of Thought Leadership & Education. Recognition continued in 2022 with Pete being announced as a finalist for the RIA Intel Awards' ESG Advocate of the Year, appearing on AdvisorHub's list of Fastest Growing Advisors to Watch in 2022, and receiving the 2022 Sustainable Champion Award from the North Carolina Business Council.Pete's expert opinion is sought after by The New York Times, Bloomberg, Money Magazine, CNBC, The Washington Post, Investors Business Daily, US News & World Report, MarketWatch, Investment News, Wealth Management, RIA Intel, Barron's, and other notable national publications, podcasts, and channels. He is also a contributing writer to top business publications, Forbes and Kiplinger. As Partner and Director of Sustainable Investments, he is responsible for leading the firm's SRI initiatives, including thought leadership, education, and managing the sustainable investment portfolios.A native of Western New York, he lives in Asheville, NC with his wife, Dr. Melissa Booth, a microbiologist, author, and the founder of The Science Communicator. He is a serious amateur photographer, a lover of world travel, and a huge fan of the Buffalo Sabres. As you would expect, their house is solar-powered and their cars are electric.Episode recorded February 3, 2023 Email your feedback to Chad, Gil, and Hilary at climatepositive@hasi.comor tweet them to @ClimatePosiPod.
Peter Krull is the Partner & Director of Sustainable Investing at Earth Equity Advisors. In this episode Peter breaks down the difference between ESG and Impact, the advantages of sustainable investing and what makes a successful exit. "A Real Leaders is someone who is willing to go the extra mile."
I've got a great episode for you today, starring special guest Peter Krull, CEO of Earth Equity Advisors. I always love talking to Peter about all things climate, especially ESG. I feel like he's got a really healthy way of looking at it, because there's a lot of hype in this sector. So don't believe the hype, and always look under the hood. On today's podcast, Peter and I are talking about how to think about ESG, with a sprinkle of politics – we've seen that a number of states have started to ban financial institutions that sought to distance themselves from fossil fuel industries, so the drama in this sector shows no signs of slowing down. All of that and more, in today's show, so let's dive right in.
Peter Krull, the founder and CEO of Earth Equity Advisors, one of the original sustainable investing focused RIAs, joins the show to talk about the financial advice and planning industry can move towards a greener future. Plus, the U.S. Supreme Court is on the verge of a major ruling that could upend the EPA's oversight, unwinding years of regulations designed to limit greenhouse gas emissions. And, higher gas prices are driving up the price of electric vehicles as consumers look for cleaner options. How much pricing power do electric automakers actually have? LINKS FOR SHOW NOTES: https://www.earthequityadvisors.com/team/ www.spglobal.com/marke...486324 www.epa.gov/f-gas-partnership-programs/semiconductor-industry www.epa.gov/ghgemissions/understanding-global-warming-potentials https://www.bloomberg.com/news/articles/2022-06-18/zara-moves-away-from-fast-fashion-with-fabric-made-from-captured-carbon?sref=6IwE4a0o
Sunrun (RUN) and Kilroy Realty (KRC), and Umicore (UMICY) are Peter Krull's stock picks. RUN is a solar panel stop that has been hammered with the rest of the stocks in that sector, however Krull says that RUN offers leasing options that make dollar panels available to a lot more people. He also talks about how KRC is a REIT that takes sustainability seriously and they've been carbon neutral since 2020. Finally, he goes over UMICY which is a multinational materials technology company that is leading the charge in clean energy, but also a circular economy. Tune in to find out more.
Peter Krull, the founder and CEO of Earth Equity Advisors, one of the original sustainable investing focused RIAs, joins the show to talk about the financial advice and planning industry can move towards a greener future. Plus, the U.S. Supreme Court is on the verge of a major ruling that could upend the EPA's oversight, unwinding years of regulations designed to limit greenhouse gas emissions. And, higher gas prices are driving up the price of electric vehicles as consumers look for cleaner options. How much pricing power do electric automakers actually have? LINKS FOR SHOW NOTES: https://www.earthequityadvisors.com/team/ www.spglobal.com/marke...486324 www.epa.gov/f-gas-partnership-programs/semiconductor-industry www.epa.gov/ghgemissions/understanding-global-warming-potentials https://www.bloomberg.com/news/articles/2022-06-18/zara-moves-away-from-fast-fashion-with-fabric-made-from-captured-carbon?sref=6IwE4a0o
Peter Krull is chief executive and director of investments at Earth Equity Advisors. Founded in 2004, the company helps businesses align their investments with their values - with clients in 22 states, and over $150 million in assets. In 2018, Peter was nominated as one of the most influential financial advisors in America by Investopedia 100, and was also selected as a ‘40 under 40' by the Savannah Business Report. In this conversation, Peter describes the difference between SRI and ESG investing - and how a lack of clarity can lead to issues including the potential for greenwashing; shares evidence which shows how diverse companies perform better in these areas, by bringing a much-needed breadth of opinion to the table; and explains the significance of corporate resiliency, being able to adapt to an ever-changing world and look forward to the future.
Investing for Good: Peter Krull, CEO & Director of Investments, Earth Equity Advisors Peter Krull is a well-known leader in the green business community and a long-time advocate for fossil fuel free and sustainable, responsible and impact (SRI) investing. He was selected to the 2018 Investopedia 100 list of the one hundred most influential financial advisors in America, and was one of the first individuals to earn the Chartered SRI Counselor™ designation from the College for Financial Planning. His responsibilities at Earth Equity Advisors include managing all of the firm's sustainable, responsible and impact portfolios. He also coordinates the firm's marketing activities and works closely with the team to improve operations and processes. He has guided Earth Equity Advisors rapid growth as well as the firm's rise to prominence as a four-time Best for the World Certified B Corporation. Bard MBA's Johnathan Pham speaks with Peter for this episode of the Impact Report. ImpactReportPodcast.com
Do you know where your savings or your pension are invested? I mean in detail. Can you be sure you're not supporting coal mining, deforestation or conflict minerals? It's not easy to find out, but I've been talking to Peter Krull of Earth Equity Advisors who's been addressing this problem since 2004.
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 … Continue reading Episode 23 – Sustainable and Impact Investing is Not a Charity – With Peter Krull →
Peter Krull and his wife Melissa Booth love traveling together and explain how this shared passion builds a happy relationship based on the excitement to discover the next adventure and escape their comfort zones. Find out how they research and plan their trips and why travel feeds their dreams.
CEO and Director of Equity Investments at Earth Equity Advisors, Peter Krull helps clients align their investments with their values.
Today's conversation is with Pete Krull who is a financial advisor specializing in socially and environmentally responsible investing. We both share the important of being mindful about how you invest your money and during this conversation we discuss ways you can take that extra due diligence step and work to align your investments with your core values and beliefs. The post AALP 211 – Socially Responsible Investing with Peter Krull appeared first on Wealth Clinic.
Peter Krull is the Founder, CEO and Director of Investments at Earth Equity Advisors, a leading socially and environmentally responsible investment management firm located in Asheville, NC. Founded in 2004, Earth Equity Advisors works with individuals, trusts, institutions and non-profits to help them align their investments with their values.
Peter Krull who has been out in front since 2004 of what is now a $8 trillion dollar market of assets in responsible investing with values focused on social responsibility, people and the planet. We explore the role of B-Corps and acknowledge that when building any business, it’s a slog but when there are values at the core we can find investors who care about that. CLOSE: We learned from Pete the inspired growth of values entering the marketplace and the investment community, the importance of alignment and how every business can actively engage practices that support good stewardship, healthy community and the planet.
Peter Krull has always loved the outdoors. Growing up in Western New York, he spent summers hiking and exploring at his family’s rural property. As an adult, living in Southwest Virginia, he regularly hiked the Appalachian Trail and camped in the picturesque area. More recently, he had the opportunity to live on one of Georgia’s undeveloped barrier islands – learning to appreciate its different ecosystem and coastal beauty. During his successful career with Merrill Lynch, Peter met his wife, Melissa Booth, who was working as a professor and research scientist, studying how microbes function in the environment. He learned much about ecology, environmental awareness and our connection to the earth. He also found love! About the same time, Peter had the opportunity to spend an afternoon with prominent green architect and philosopher, William McDonough, at his office in Charlottesville, VA. McDonough, the author of the book, Cradle to Cradle, and a major TED Conference speaker exemplified the potential for combining green and social values with a sound business strategy. With this holistic concept in mind, Peter founded Krull & Company in 2004.