How to Work with Us

How to Work with Us

Whether you’re an experienced advisor or just getting started, we can help you grow your business through values-aligned investing strategies.

We offer advisors flexible arrangements. You can access our values-based investment solutions and our expertise the way it works best for you.

Selling agreement

Leverage our 30 years of investment expertise through a standard selling 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 investment strategies on a number of leading third-party asset management platforms.

Business Development Team

Contact our Business Development Team at businessdevelopment@firstaffirmative.com or 719-478-7036 to learn more.