The advisors we support are sustainable, responsible, and impact (SRI) investing specialists. Each has been carefully vetted on the basis of SRI knowledge, investment experience and professional accreditations, and must abide by a rigorous code of ethics. They are also advocates in their own right for the common good, and actively contribute to the well-being of the communities in which they live and work.
Your advisor will get to know you personally, learning about your financial goals and priorities, your life circumstances, and they’ll probe for your views on a range of environmental and social issues. Drawing from their experience and supported by our research and data, they will build a custom investment portfolio fully aligned with your values and financial goals.
To learn more and view advisor profiles use our interactive Advisor Map.
If you already have a financial advisor, we can also work with him or her. Your advisor can reach out to the business development team.
To learn more about First Affirmative and how we do business, download our ADV brochure.