Advisor Center

Advisor-Center

Interest in sustainable investing is growing. Financial advisors nationwide hire First Affirmative to manage assets for clients who want to integrate personal values into investment decision-making. If you are an investment advisor interested in providing socially responsible investments to your clients, consider working with First Affirmative.

Competitive Advantage

Fortunately, the products available to meet client demand are improving and increasing in number. First Affirmative performs ongoing due diligence on mutual funds and asset managers that incorporate environmental, social, and governance (ESG) criteria into their investment decisions. Working with us, you and your clients benefit from access to leading funds and managers in the responsible investment industry.  Read more...

Benefits of Membership

First Affirmative's goal is to help you build and strengthen your practice. There are a variety of ways to work with us, depending on the structure of your practice. In addition to experienced asset management, we provide advisors with marketing support, access to online research tools, and more.  Read more...

Greenvestment Resource Center

Stay on the cutting edge of sustainable investing. Separate from our advisory relationships, we offer a subscription service to a valuable suite of tools and services designed to help advisors serve the needs of their clients seeking SRI/ESG investments. Visit the GRC...

Guiding Values

The advisors who work with First Affirmative hold themselves to the highest standards of fiduciary duty, professional education, commitment to quality, and respect for client privacy and confidentiality.  Read more...