Search results in category Consultants: Money Managers

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1. FFA Financial

in Financial by Bill Holliday

Fee-only comprehensive financial planning. Specializing in Socially Responsible Investing since 1981. Services include: investment management, retirement planning, taxes, estate planning, insurance review, and debt reduction.

2531 E. Richards Pl. Tucson, Arizona, 85716-1123

phone: view phone(520)325-0769

fax: view fax(888)886-1770

website: http://www.ffafinancial.com

e-mail: send an e-mail

Supports a nationwide network of investment professionals specializing in sustainable and responsible investing. Offers unique resources and practical management assistance to financial advisors seeking to grow their practices by working with sociall

5475 Mark Dabling Blvd. Ste. 108 Colorado Springs, Colorado, United States, 80918

phone: view phone(877)542-8583 x101

fax: view fax(303)648-5805

website: http://www.FirstAffirmativ...

e-mail: send an e-mail

AHIA provides investment management services to individuals, trusts, charitable entities and pension plans by investing responsibly in individual stocks, bonds, mutual funds and ETF

1395 Panther Lane Suite 210 Naples, Florida, United States, 34109

phone: view phone239-777-3129

fax: view fax239-236-0484

website: http://www.responsibleadvi...

e-mail: send an e-mail

Specializing in individually managed equity, fixed-income, and balanced portfolios. Over 30 years of experience in SRI. Strength is tailoring portfolios to the individual requirements of each client.

50 Federal St. 8th Fl. Boston, Massachusetts, 02110-2513

phone: view phone(617)482-0275

fax: view fax(617)338-6077

e-mail: send an e-mail

Working with individual and institutional investors since 1985 to provide investment planning that is attentive to both financial and social considerations.

410 W. Grand Ave. Chicago, Illinois, United States, 60654

phone: view phone(800)406-9530

fax: view fax(312)645-5684

website: http://www.lpl.com

e-mail: send an e-mail

Our team at UBS puts over 40 years of investment experience to work for you. Within the framework of SRI, we focus on preservation of capital and long-term growth of assets.

1501 K St., NW Ste. 1100 Washington, District of Columbia, 20005

phone: view phone(202)585-5318

fax: view fax

website: http://www.financialservic...

e-mail: send an e-mail

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

100 Larkspur Landing Cir. Ste. 105 Larkspur, California, United States, 94939

phone: view phone(800)933-4806

fax: view fax(415)925-0108

website: http://www.trilliuminvest.com

e-mail: send an e-mail

Portfolio co-managers look for stocks of mid- to large-cap companies that first meet their stringent financial criteria. Their social screens are then applied to these stocks. Ideal investment candidates are companies that show leadership in the area

605 Third Ave. 40 Fl. New York, New York, 10158-0001

phone: view phone(800)877-9700

fax: view fax(212)476-8848

website: http://www.nb.com

e-mail: send an e-mail

9. Sustainability Group

in Financial by Wendy Holding

'The Sustainability Group of Loring, Wolcott & Coolidge Trust, LLC recognizes that our investments today shape the world we live in tomorrow. To help achieve a more sustainable world, we incorporate social and environmental standards, shareholder adv

230 Congress St. 12th Fl. Boston, Massachusetts, United States, 02110

phone: view phone(617)622-2240

fax: view fax(617)523-6535

website: http://www.sustainabilityg...

e-mail: send an e-mail

Help clients invest in companies with sustainable business practices, using both quantitative and qualitative investment techniques to ensure competitive performance. Member, First Affirmative Financial Network.

400 N Roxbury Dr. Ste. 700 Beverly Hills, California, 90210

phone: view phone(310)888-6516

fax: view fax

website: http://www.cnb.com

e-mail: send an e-mail