We Empower Advisors to Succeed in SRI

With a track record providing SRI advisory services for more than 30 years, First Affirmative is uniquely qualified to help you maximize this opportunity to do well while doing good. No other firm can match our deep institutional knowledge of the people, products, services, and infrastructure of the SRI ecosystem.

SRI Today

$8.7 TRILLION

in assets

33%

increase since 2014

25%

of U.S. assets under management

75%

of investors interested in SRI

Figures are as of 2016. 2016 Report on US Sustainable, Responsible and Impact Investing Trends, US SIF Foundation; Sustainable Signals, Morgan Stanley Institute for Sustainable Investing, 2017.

With sustainable, responsible, and impact (SRI) investing growing faster than any other investment discipline, SRI has a clear and significant role to play in any advisory practice. We can help you build a thriving SRI practice.
Contact our Business Development team at 703.245.5837 to learn more.

 

Why we should be your first choice in SRI

A rich resource—We provide expert SRI investment strategies, investment consulting, marketing tools, online research and proxy voting capabilities, as well as discounted or complimentary professional memberships and subscriptions. And depending on how you work with us, you can even take advantage of production incentives, and educational opportunities like The Annual SRI Conference, now in its 29th year.

A history of innovation—We offer advanced products like direct investments in mission-driven organizations, and the ability to mass customize SRI portfolios, as well as SRI mutual funds and models.

An authentic voice—More than just a business partner, we are dedicated shareowners and public-policy advocates, working year-round to drive lasting social and environmental change.

Deep connections—The relationships we’ve built over 30 years matter. We leverage those relationships to offer you and your clients sophisticated SRI products and services, networking opportunities, and access to high-net-worth separate account managers that might not otherwise be available.

Work with Us

We're flexible. Access our investment strategies and expertise the way it works best for you.

Selling/solicitor agreement – Leverage our 30 years of SRI investment expertise through a standard selling/solicitor arrangement.

Investment Advisory Representative (IAR) – Join our RIA and benefit from marketing, compliance and back office support, lead referrals, and production incentives.

Third-party platforms – Find our proprietary SRI strategies on a number of leading third-party asset management platforms.

Contact our Business Development team at 703.245.5837 to learn more.