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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.
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