A message from our CEO, Steve Wallman, on Goldman Sachs’ planned acquisition of Folio Financial Learn More
Our financial advisors offer investors a variety of investment strategies, all grounded in our own financial and environmental, social, and governance (ESG) research.
Curated portfolios of individual equities and fixed income securities that specifically reflect the individual client's values, ethical preferences, and financial objectives.
Stocks and fixed income securities are evaluated based on First Affirmative’s ESG 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.
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| Tax Efficiency | |
| Manager | First Affirmative |
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Carefully chosen investment models that integrate ESG criteria into the investment analysis and selection process
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 |
A portfolio of mutual funds that integrate ESG criteria into the investment analysis and selection process.
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 |
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