Sustainable Investment Solutions

Our financial advisors offer investors a variety of sustainable, responsible, and impact investment strategies. We carefully select funds, managers, and securities based on our own financial  and SRI research.


Custom Sustainable Investment Solution

Description
Curated portfolios of individual equities and fixed income ETFs that specifically reflect the individual client's values, ethical preferences, and financial objectives.
Customization
Stocks and fixed income ETFS are evaluated based on First Affirmative research. Clients may include or exclude any individual sector or security from their portfolio. Custom portfolios are constructed using First Affirmative’s proprietary quantitative model.
Customization    
Tax Efficiency   
Manager First Affirmative
Advocacy  
Cost  

Multi-Manager Account

Description
Carefully chosen investment models that integrate ESG criteria into the investment analysis and selection process
Customization
The model managers we choose incorporate generally recognized SRI screening policies, combined with their proprietary ESG research. Clients may also choose to exclude fossil fuels from their multi-manager portfolios.
Customization   
Tax Efficiency  
Manager First Affirmative/External
Advocacy  
Cost   

Managed Mutual Fund

Description
A portfolio of mutual funds that integrate environmental, social, and governance (ESG) criteria into the investment analysis and selection process.
Customization
The mutual fund managers we choose incorporate generally recognized SRI screening policies, combined with their proprietary ESG research. Clients may also choose to exclude fossil fuels from their managed mutual fund portfolios.
Customization  
Tax Efficiency  
Manager First Affirmative/External
Advocacy  
Cost    

  = fees charged