Search results in category Consultants: Money Managers
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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
Established 1995, independent IA firm based in Washington DC area servicing nonprofits, wealthy individuals, trusts. Provides experienced, individualized account management including SRI concerns.
The GAMCO Socially Responsive Investment Group was formed in 1987 to provide customized discretionary equity portfolios for a wide range of individuals and institutions with specific social guidelines. In addition, we offer the Gabelli SRI Green mutu
Oldest and largest independent investment advisor devoted exclusively to socially responsible and sustainable investing. Relationships are based on personalized service, competitive investment returns, and a deep commitment to sustainability. Through
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.
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
Registered investment adviser with a specialty in the area of socially responsible investments. Offers intense social screening for fixed income, equity, and balanced accounts.
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
'Over the years, we have weathered the spectrum of investment markets and have provided our clients with proven long-term returns.'
Custom fixed income portfolios based on your values and needs. Thirty years in finance; 40 years of activism. Member, First Affirmative Financial Network, LLC,