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First Affirmative Financial Network offers Sustainable Investment Solutions™ for socially conscious investors. As our core business we:

  • Design and manager custom tailored portfolios of mutual funds and separate accounts for socially conscious individuals 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.

Our Unique Identity
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 produce the annual SRI in the Rockies Conference in partnership with the non-profit Social Investment Forum. The 19th annual SRI in the Rockies Conference will be at The Fairmont Chateau Whistler, Whistler, British Columbia, Canada, October 26–29, 2008. First Affirmative’s CEO serves as a director and member of the SIF Executive Committee.
  • First Affirmative supports an active network of 130 professional investment advisers in 29 states who serve socially conscious clients and tackle SRI issues on the front lines every day.
  • First Affirmative offers 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 U.S.

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.

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.

First Affirmative is dedicated to helping advisers build a practice serving socially conscious clients. The services and resources we offer network advisers 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 $700 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 Financial Network, LLC is an independent investment advisory firm registered with the Securities and Exchange Commission (SEC). The information posted on this website is for informational use only. As such, it is illustrative in nature and subject to change. This is neither an offer to sell nor a solicitation of an offer to buy any securities that may be mentioned herein. Nothing on this website should be considered financial or business advice. All investment reporting is based upon historical information and should not be considered indicative of future results. First Affirmative will never guarantee specific investment results. The information contained herein has been obtained from sources considered to be reliable, but First Affirmative does not guarantee the accuracy of any specific statement contained herein. View our Privacy Policy. View our Internet Security information.
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