Search results in category Consultants: Money Managers
Found 8 records | Page 1 of 1
1. Corbin and Company
in Financial by David Corbin
(0 reviews)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
2. Charles Sandmel, CFP, First Affirmative Financial Network
in Financial by Charles Sandmel
(0 reviews)Custom fixed income portfolios based on your values and needs. Thirty years in finance; 40 years of activism. Member, First Affirmative Financial Network, LLC,
phone: view phone(617)277-1126
fax: view fax
website: http://www.firstaffirmativ...
e-mail: send an e-mail
3. Calvert -- Investments that Make a Difference
in Financial by Reggie Stanley
(0 reviews)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
phone: view phone(800)CAL-VERT
fax: view fax(301)208-1399
website: http://www.calvert.com
4. C. Russell de Burlo, Jr., Pres., The de Burlo Group, Inc.
in Financial by C. Russell De Burlo
(0 reviews)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.
phone: view phone(617)482-0275
fax: view fax(617)338-6077
e-mail: send an e-mail
5. Civic Capital Group LLC
in Financial by John Desantis
(0 reviews)Invests in companies whose products or services have immediate, positive impact on society's major challenges, like nutrition, education, medical care, environmental concerns, senior citizen well-being, etc. Decisions are driven by in-house fundament
phone: view phone(617)451-1911
fax: view fax(617)342-7080
e-mail: send an e-mail
6. Clean Yield Asset Management
in Financial by Rian Fried
(0 reviews)Pioneer in SRI portfolio management and publisher of <em>The Clean Yield</em> newsletter since 1985. Manages each portfolio separately following client specifications. Fees based on account size; no commissions. Services include social screening, pro
phone: view phone(800)809-6439
fax: view fax(802)526-2528
website: http://www.cleanyield.com
e-mail: send an e-mail
A leader in Catholic Socially Responsible Investing (SRI) with approximately $3.6 billion in AUM for more than 1,000 Catholic institutions worldwide.
phone: view phone(877)550-2247
fax: view fax(630)571-2723
website: www.cbisonline.com
e-mail: send an e-mail
8. ClearBridge Advisors
in Financial by Mary Mcquillen
