At First Affirmative, we are dedicated to the belief in the power of capital to bring lasting environmental and social change. AffirmativESG is the latest manifestation of this philosophy. It is an advisor-driven digital wealth management platform that integrates your advice with First Affirmative’s unparalleled research and portfolio construction expertise. This breakthrough platform allows you to create entirely customized portfolios to meet your clients’ unique financial and impact objectives. Portfolios are delivered through a compelling client and advisor experience designed by Folio Financial, a leader in advisor FinTech for the past 20 years.
Our proprietary Sustainable Investment Solutions. Powered by First Affirmative’s research, analytics, and due diligence expertise, AffirmativESG delivers three distinct outcome-oriented strategies to meet each client’s needs. Each solution is crafted with our clear, consistent, and repeatable investment process. Choose the best solution for your clients:
Level of ESG Customization. How do you want to change the world? With over 50 client impact preferences categories available, your clients’ portfolios can be fully customized to meet their individual environmental, ethical, and social objectives. Include or exclude securities from the following major categories:
Tomorrow’s technology, delivered today. Powered by our parent company, Folio Financial, AffirmativESG offers:
The connected advice model necessary today. Fully engage your clients in the “new normal:”