Become A Member Benefits and Ordering Competitive Advantage

First Affirmative Financial Network offers Sustainable Investment Solutions™ for socially conscious investors.

As our core business we:

• Design and manage custom tailored portfolios of mutual funds and separate accounts for socially conscious individual and institutional investors
• Provide investment consulting services to small and mid-sized mission driven institutions
• Support a nationwide network of investment professionals who actively serve the unique needs of socially conscious investors

An Industry Leader

First Affirmative has been a leader in the sustainable and responsible investment (SRI) industry for over twenty years. Our deep professional relationships place us in a unique position of competitive advantage.

• We support an active network of 130 professional investment advisors in 29 states who serve socially conscious clients and tackle SRI issues on the front lines every day.
• We offer the first and only Unified Managed Account program for socially conscious investors, Sustainable Investment Solutions™. We are the single largest customer to some of the top SRI mutual fund families in the United States.

First Affirmative is uniquely positioned with our fingers on the pulse of the social investment industry. We know many of the mutual fund managers personally. We have intimate knowledge of fund characteristics and know which funds best complement each other. We are typically among the first to know about events that affect shareholders and have insights that few others might possess. From determining a client’s social and environmental agenda, to screening portfolios, to supporting shareholder action on social and corporate governance issues, to community investing, we offer a synergy that exists almost nowhere else.

Our Unique Identity

First Affirmative is dedicated to helping advisors build a practice serving socially conscious clients. The services and resources we offer network advisors are designed to help you meet the needs of a wide range of clients—from those with accounts as small as $50,000 to those with boards of trustees and multi-million dollar endowments. With over $500 million under management, First Affirmative is large enough to help you with all of your managed account needs, yet small enough to offer you the flexibility necessary to keep you competitively positioned in the marketplace.

First Affirmative takes its fiduciary role very seriously. Accounts are tailored to the client’s financial profile and risk tolerance, and we strive to reflect each client’s personal values or institutional mission in the investment process. We can ‘tilt’ a portfolio in a number of directions depending on a client’s social, environmental, or faith-based screening priorities. And we can vote all proxies for client accounts.

SRI in the Rockies

We produce the premier conference for the sustainable and responsible investment industry in partnership with the non-profit Social Investment Forum (SIF). The 20th annual SRI in the Rockies Conference will be at the JW Marriott Starr Pass in Tucson, Arizona October 25–28, 2009. This gathering offers many opportunities to collaborate and network with investment professionals from throughout the industry.

First Affirmative hosts a Pre-Conference Advance Meeting for financial planners and investment advisors that are members of First Affirmative or are interested in learning more about First Affirmative. This year's Pre-Conference will take place October 23–25, 2009 at the JW Marriott Starr Pass in Tucson, Arizona, just prior to the SRI in the Rockies Conference.

First Affirmative also produces a series of Regional Conferences. To see if we have a Regional Conference in your area, please visit our Events listings.

Please contact Danielle Burns MBA, AIF (877.542.8583 | 720.733.8590) for more information about First Affirmative membership and conference opportunities.