Search results in category Financial
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Found 1201 records | Page 3 of 121
1. Phil Kirshman, CFA, CFP, UBS Institutional Consulting/Leonard Social Inv. Group
in Financial by Phil Kirshman
Consultant to foundations, endowments, non-profits and individuals on wealth management strategies, customized sustainability investing, shareholder advocacy, community investing and philanthropy. The Leonard Social Investment Group has over 35 years
phone: view phone(800)367-3052
fax: view fax(303)441-5370
e-mail: send an e-mail
2. Corbin and Company
in Financial by David Corbin
Registered investment adviser with a specialty in the area of socially responsible investments. Offers intense social screening for fixed income, equity, and balanced accounts.
phone: view phone(817)335-8282
fax: view fax(817)335-8281
website: http://www.corbinSRI.com
e-mail: send an e-mail
3. Jan Bryan, CFP, AIF, First Affirmative Financial Network
in Financial by Jan Bryan
Assists clients in obtaining the highest investment value, consistent with their personal values and goals. Builds long-term relationships, provides timely information, and emphasizes straightforward evaluation of goals.
phone: view phone(888)240-5913
fax: view fax
e-mail: send an e-mail
4. Greg Pitts, Ecolibrium Financial Planning
in Financial by Greg Pitts
Integrating your values with your financial goals through fee-only, hourly financial planning and socially responsible investment management. Member of the Garrett Planning Network and First Affirmative Financial Network, LLC.
phone: view phone(607) 216-8308
website: http://www.ecolibrium.org
e-mail: send an e-mail
Comprehensive financial planning and highly customized asset management strategies for socially and environmentally conscious investors.
phone: view phone(518)450-1755
fax: view fax(518)636-4727
website: http://www.sustainableweal...
e-mail: send an e-mail
6. Hal Brill, AIF Pres., Natural Investments LLC
in Financial by Hal Brill
Financial activist serving SRI clients since 1989. Co-authored "Investing with Your Values: Making Money & Making a Difference" (New Society: 2000). Please see 'Natural Investment Services' listing. Member, First Affirmative Financial Network, LLC.
phone: view phone(800)793-7512
fax: view fax
website: http://www.naturalinvestin...
e-mail: send an e-mail
7. Vision Capital Investment Management
in Financial by David Kim
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.
phone: view phone(800)366-8700
website: visioncapital
e-mail: send an e-mail
8. Arline Segal, Vice President, Wealth Management, Smith Barney
in Financial by Arline Segal
Specializing in SRI since 1986. Manages assets for clients who wish to exercise ethical as well as financial judgement over investments.
phone: view phone(212)692-2382
fax: view fax
website: http://fa.smithbarney.com/...
e-mail: send an e-mail
9. Good Harvest Financial Group, Inc.
in Financial by Ronald Stein
Fee-based non-commission financial planning, investment advisory, and consulting firm serving the NY metropolitan area. Access to wide range of resources, including private money managers, no-load mutual funds, and low-income housing and community de
phone: view phone(631)423-6501
fax: view fax(631)421-5701
website: http://www.goodharv.com
e-mail: send an e-mail
10. GAMCO Asset Management, Inc.
in Financial by Christopher Desmarais
The Gabelli SRI Green Fund (SRIGX) is an open-end mutual fund focusing on companies around the world who are addressing sustainability issues such as climate change, energy security and independence, natural resource shortages, organic living, and ur
phone: view phone(800)331-7266
fax: view fax(914)921-5060
website: http://www.gabelli.com
e-mail: send an e-mail















