"Plan and Invest Wisely"

Our Services

Services

We believe the best path to prosperity is obtained through portfolio development and management that is flexible enough to navigate a wide variety of economic and market conditions, and has the ability to be adaptive to major changes in the market and the economy over time. It is important that we remain flexible and be willing to invest along the full spectrum of the capital markets. Therefore, we only offer advice after a thorough review of a client's situation, financial goals, and investment objectives.

Planning & Consulting

Separatly Managed Accounts

Tax - Smart Investing

"Every Decision Follows a Plan."

Portfolios are designed, invested, and managed using our proven portfolio development process, to meet the unique needs of each client.

Each person's situation is unique to them and our Separatly Managed Accounts are customizable to meet the needs of each client. Whether you are looking for growth of capital or income for retirement.

We take a hands-on approach to working with clients utilizing SMAs to build an individualized portfolio based on the client's specific desires, and risk tolerance.

Avoidance
Investing

Avoid investing in companies with practices that do not line up with your personal values.

Proactive
Investing

Invest in companies whose operations and services are helping to build a better, more socially just, environmentally sustainable world.

Shareholder
Advocacy

Engage in dialogue with companies to encourage more positive and responsible behavior. Proxy resolutions may be filed when dialogue is not productive.

Community Impact
Investing

Provide investment capital in low-income areas for affordable housing, small business and community development--improving society one community at a time.

Mountain range reflecting in a lake with leadership text

First Affirmative Investment Committee

Investment Criteria

First Affirmative follows an established investment management process consistent with strict standards of fiduciary care. Money managers and third-party managers seek competitive returns and incorporate environmental, social and governance (ESG) issues into their investment decision-making across portfolios.

Fiduciary Duty

First Affirmative upholds their fiduciary duty to disclose compensation structure, potential conflicts of interest and timely and clear disclosure of relevant and accurate information.

Portfolio Asset Allocation

Clients benefit from First Affirmative's deep experience integrating ESG criteria into investment decision making.

Fossil fuel free portfolios are available for those who wish to divest from fossil fuels.

Sustainable Investment Solutions (Click to download)

Strategically Allocated Mutual Fund Accounts
Diversified Weighted Mutual Fund Accounts
Unified Managed Accounts
Separate Accounts

Past Performance is never a guarantee of future results. All investment programs entail investment risk. The investment securities that may be held in a portfolio are subject to fluctuations in market value and may be worth more or less than the original investment when redeemed.

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