Yes. Our screening is the floor, not the ceiling.
We start by removing companies with documented misconduct, weapons exposure, fossil fuel ties, and the rest of our standard criteria. But if a specific company bothers you — for reasons personal, political, or historical — tell us. We’ll remove it.
We also try to surface these preferences proactively during onboarding. People don’t always know what they care about until they’re asked directly. Part of our intake process is designed to draw out the things that matter to you that you might not have thought to name.
The only limit: we won’t add companies back in that our own screening has excluded. Your discretion runs in one direction — toward greater restriction, not toward loosening the baseline.
Custom exclusion requests are accommodated on a best-efforts basis and may affect portfolio diversification.