Our ServicesSustainable Investment Solutions™ Proxy Voting Guidelines (pdf) FAFN Giving FundAbout UsMore About UsOur BeliefsOur GoalsMedia Center FAFN Leadership

First Affirmative’s core business is providing clients with Sustainable Investment Solutions™. It’s a comprehensive process for matching your unique investment needs with the most appropriate investment strategy. A Confidential Client Questionnaire is used to gather information on financial goals, time horizon, risk tolerance and societal priorities. An asset allocation strategy is tailored to fit your situation, and an Investment Policy Statement is developed to guide discretionary management of your account.

Any FAFN client can take advantage of our proxy voting service. By having FAFN vote your proxies, your votes have a bigger impact by being pooled with those of other socially aware investors. We thoroughly research each issue requiring a vote, considering both fiduciary and social aspects. To learn more about our proxy voting process, you can download our Proxy Voting Guidelines(pdf).

For the socially aware philanthropist, First Affirmative offers the FAFN Giving Fund, a donor advised fund for charitable contributions. In most cases, you can review a quick-loading on-screen version or download a printer-friendly copy.