Jim Horlacher, AIF
Accredited Investment Fiduciary™
Professional Focus and Services
I help socially & environmentally conscious investors
manage their money to make a positive impact on both their own
lives and our whole world.
As someone deeply committed to social justice and
sustainability, my entire professional practice is focused on
helping clients develop clear, disciplined financial strategies
that take into account our shared Triple Bottom Line of People,
Planet & Profits.
Complimentary Financial Review
I offer a no-cost, no-obligation introductory meeting for us
to learn more about one another. The primary goal is to share and
understand expectations, and to review your financial goals and
social values. We'll have an honest discussion of what SRI is and
is not, and then start to sketch a plan to move forward
Financial Planning and Investment Advice
We may work together on one or many topics, from the basics of
investing to more holistic financial planning to more sophisticated
wealth management and philanthropic planning.
Fees and Compensation
My fees are flexible and tailored to fit your needs, as
different circumstances call for different solutions. No matter
which approach is chosen, all of our fees are fully disclosed, a
refreshing change from most of the financial services
• Investment portfolio management for a percentage of account
• Project or retainer arrangements for a flat fee.
• Consultations for an hourly fee.
• Absolutely no commissions or fees based on transactions or
type of investment.
Investments and finance are constantly evolving.
Participating in the myriad networks committed to socially
responsible and sustainable impact investing is one way that I keep
my skills and knowledge fresh.
• First Affirmative Financial Network, LLC
• Green America / Green Business Network
• US SIF, The Forum for Sustainable and Responsible
Education and Experience
• 20+ years of experience, having started in financial
services in 1993
• AIF® Professional, Accredited Investment Fiduciary™
• MBA, University of Edinburgh (Scotland, UK)
• BS in Business, Economics & Computer Science, Baker
I volunteer with and financially support a wide variety of
progressive organizations and campaigns locally, nationally and
internationally, and have served in leadership positions in many of
them. I believe strongly in social, economic and
environmental justice, which are at the forefront of efforts to
create a sustainable and just world where people matter as much as
Jim Horlacher is an Investment Advisor Representative of First
Affirmative Financial Network, LLC. First Affirmative Financial
Network is an independent Registered Investment Advisor (SEC File
The credential AIF® listed above bears trademarks.