First Affirmative offers three Sustainable Investment Solutions: Custom, Multi-Manager, and Managed Mutual Fund.
Our Multi-Manager and Managed Mutual Fund strategies are constructed from a list of carefully vetted third-party managed models or mutual funds. These strategies are customized to accommodate clients with Traditional SRI and Traditional SRI + Fossil Fuel Free impact preferences.
If your family office would like additional customization, our Custom Sustainable Investment Solution is the best choice. It lets you choose from among more than 50 Impact Preferences to create a “personal” investment universe that is perfectly aligned with your office’s social, environmental and ethical values and beliefs.
All of our Sustainable Investment Solutions are constructed along seven risk levels (from Very Conservative to Very Aggressive) to meet your individual financial objectives.