(VIDEO) How to Invest in Carbon Credits (Through the PUBLIC Markets)

Jason Howell Company is the family wealth management firm focused on life after wealth—helping families preserve what they’ve built, stay aligned through family governance, and give with intention across generations.

Jason J. Howell, CFP®, CPWA®, CSRIC® and Douglas W. Tees, MBA, CFP® CAP®, CBDA have spent decades working with families in the Washington, DC area and understand the unique ways wealth is experienced here. Successful entrepreneurs and family business owners often feel they must continually prove themselves; government contractors worry about the next contract; former Capitol Hill staffers and former agency employees privately question how to reconcile public service with private sector success. Similar tensions arise among professionals at our region’s many corporate headquarters. These unspoken dynamics can make it difficult for families to talk openly about money or make confident long-term decisions. Through a family governance approach, we help families create clarity, alignment, and structure—bringing together values, decision-making, and philanthropy so wealth can be stewarded thoughtfully across generations.

Our typical client families include dual income parents who work, have saved (or inherited) well and have just the right amount of fun! Prospective clients may be about to sell land or a business for an extraordinary "liquidity event." Regardless, we focus just as much on family preservation as we do wealth preservation. Our prospective clients recognized they:

• Need to “do something” with the cash in their checking/savings
• Need to start tax planning instead of just tax paying
• Need to reduce the isolation, guilt and decision fatigue
• Need to separate but align family wealth and individual wealth
• Need to reduce financial miscommunications between family members
• Need a plan to provide space for both family and individual philanthropy
• Need to separate business finances from personal finances
• Need to eventually diversify their portfolio away from the family business
• Need an investment strategy for income, “up” and “down” markets
• Need a plan to mitigate market, credit, inflation, and political risks
• Need to be sure they are choosing the right work benefits
• Need to plan for money while alive before what happens after death

✱The information/conversation presented is for informational and educational purposes only and should not be considered investment, legal, tax, or accounting advice. It is not a solicitation or offer to buy or sell any financial instrument. This content is general and does not address individual circumstances, nor does it constitute comprehensive professional or financial advice. Investing always involves risk, potentially including the loss of principal. Past performance is not an indicator of future outcomes. Market conditions can change. You are responsible for evaluating the risks and merits of any information discussed before making decisions. It is advisable to consult with your own financial, legal, and tax advisors for personalized guidance. Important Information This material must be preceded or accompanied by a prospectus. Please read the prospectus carefully before investing. To obtain a current prospectus visit https://www.cotwoadvisors.com/prospectus 

The Trust (CTWO or “The Fund”) ) is not an investment company registered under the Investment Company Act of 1940 (the “1940 Act’) and is not subject to the same regulatory requirements as mutual funds and more traditional exchange traded funds. An investment in the Trust is not intended as a complete investment plan. Because the Trust only holds EUAs or cash, an investment in the Trust may be more volatile than an investment in a more broadly diversified portfolio. Accordingly, the NAV may be more volatile than another investment vehicle with a more broadly diversified portfolio and may fluctuate substantially over time. Investing involves risk, including possible loss of principal. An investment in the Trust may be deemed speculative, therefore investors should review closely the objective and strategy, the investment and operating restrictions and the redemption provisions of the Trust as outlined herein and familiarize themselves with the risks associated with an investment in the Trust. Each investor should consult with his or her own advisors in respect of legal, tax, regulatory, accounting and other consequences of investing in the Trust. If you are not prepared to accept significant and unexpected changes in the value of the Trust, you should not invest in the Trust. Some factors to consider before investing in the Trust are: 

1. Secondary market purchases and sales of Shares are subject to customary brokerage commissions and charges.
2. The investment objective of the Trust is for the Shares to reflect the performance of the price of EUAs, less the expenses of the Trust’s operations. There can be no assurance that the value of the Shares, traded on the secondary market, will reflect the value of the Trust’s investment in EUAs
3. An investment in the Shares is speculative and involves a high degree of risk. There is no assurance the Trust will achieve its investment objective or avoid substantial losses. A potential shareholder should not invest in the Shares unless he or she can afford to lose the entire investment.
4. Future governmental decisions may have significant impact on the price of EUAs, which may result in a significant decrease or increase in the net asset value of the Trust.
5. New technologies may arise that may diminish or eliminate the need for cap and trade markets. Ultimately, the cost of emissions credits is determined by the cost of actually reducing emissions levels. 

Foreside Fund Services, LLC, serves as the Marketing Agent for the Trust.