Search results in category Consultants: Money Managers
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Registered investment adviser with a specialty in the area of socially responsible investments. Offers intense social screening for fixed income, equity, and balanced accounts.
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
in Financial by C. Russell De Burlo
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.
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
A leader in Catholic Socially Responsible Investing (SRI) with approximately $3.6 billion in AUM for more than 1,000 Catholic institutions worldwide.