We’ve been helping advisors grow their practices through SRI since 1988. Today we oversee more than $1 billion in assets under management and advisement, working with more than 400 specialist SRI advisors, both directly and through third-party partnerships.*
From expert investment strategies to marketing support to research and valuable online tools, we can help you maximize the opportunity presented by the investment category that’s growing faster than any other – sustainable, responsible, and impact investing. You gain more by working with us. We offer a wide range of services and support to help you build your business.
With more than 30 years of experience, we are deeply entrenched in the responsible investment industry. We have cultivated long-standing relationships with mutual fund managers, data providers, and leading industry groups. Our intimate knowledge of SRI and financial research and portfolio construction, and outside manager assessment helps us build Custom Sustainable Investment Solutions to enable investors to meet their financial and impact objectives.
We offer the first individualized unified managed account program for SRI investors – Custom Sustainable Investment Solution. In fact, we have offered managed mutual fund and model managed accounts for more than 30 years. And, as a member of the Folio Financial family of companies, we will be bringing new and exciting technology, like our proprietary Digital Wealth Services platform (DWSP) –the first of its kind for SRI advisors and the clients they serve. The First Affirmative DWSP is a revolutionary integration of SRI thought leadership, trusted and personal financial advice, and scalability empowered by technology. Get notified when the First Affirmative Digital Wealth Services platform is available.
From expert SRI investment strategies to marketing tools to educational resources and more, we give you the tools to grow your business.
We are active shareowners and public-policy advocates, and we help amplify your voice by engaging in advocacy efforts on your (and your clients') behalf.
Become a part of our elite community and benefit from our experience, our resources, and our authentic commitment to SRI. Contact us to learn more about our investment management services.
*As of July 31, 2018