Search results in category Consultants: Money Managers
Found 56 records | Page 1 of 6
President David Kim has been in SRI since 1983 as a founder of Working Assets. Clients’ portfolio investments are customized according to financial and social criteria of each individual client.
Working with individual and institutional investors since 1985 to provide investment planning that is attentive to both financial and social considerations.
Fee-only Registered Investment Advisor offering comprehensive investment management and financial planning services. Help clients achieve their life goals through personalized asset allocation strategies and sustainable investment vehicles.
Offers conservative investment management portfolios that emphasize dividends and rising income in yield-oriented portfolios. High priority on shareholder advocacy and client service. Serving institutions and individuals since 1987. Sub-adviser for t
Registered investment adviser with a specialty in the area of socially responsible investments. Offers intense social screening for fixed income, equity, and balanced accounts.
We believe the best way to make money for our clients is not to lose it. We are conscientious global investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong, enduring companies.
in Financial by Charles Sandmel
Custom fixed income portfolios based on your values and needs. Thirty years in finance; 40 years of activism. Member, First Affirmative Financial Network, LLC,
Established in 1976, Calvert is a diversified investment management firm serving individual and institutional investors. Offers a wide array of products including more than 40 equity and fixed income mutual funds, workplace retirement options, and a
Providing socially responsible portfolio management services for both individuals and institutions. Clients' ethical concerns are fully integrated into the investment management process of each portfolio. Please call for more information.
Cutting edge, hands-on, SRI-only Registered Investment Advisor. Community and regenerative investment specialists. Founded by the Brills, co-authors of 'Investing with Your Values.' Creator of the NIS Social RatingSM (the 'Heart' rating for SRI funds