Search results in category Financial
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Found 46 records | Page 1 of 5
1. Linda Jacobs, AIF, RIA, CSA, Cambridge Investment Research
in Financial by Linda Jacobs
(0 reviews)Financial planning and SRI management. Customized screening and allocation to reflect clients' life, financial, and social goals. Full spectrum of investments and insurance products (life, disability, long-term care). Accredited investment fiduciary.
phone: view phone(510)549-8777
fax: view fax(510)649-1622
e-mail: send an e-mail
2. Lincoln Pain, CFP, AIF, Effective Assets
in Financial by Lincoln Pain
(0 reviews)'Change the world with your investing.' Advice to fiduciaries, trustees; financial planning; investment consulting; shareholder activism; financial, tax, estate, and business transition planning; SRI fee-based portfolio management; 401(k)s; same-sex
phone: view phone(510)549-8780
fax: view fax(510)649-1622
website: http://effectiveassets.net
e-mail: send an e-mail
3. Laurie McClain, AIF, Socially Responsive Financial Advisors / FAFN
in Financial by Laurie Mcclain
(0 reviews)'Friendly, personal, and community-based since 1988.' Portfolio management and financial planning. Accredited Investment Fiduciary. Member, First Affirmative Financial Network, LLC.
phone: view phone(360)392-8517
fax: view fax(360)859-1415
website: http://www.ResponsiveFinan...
e-mail: send an e-mail
4. Legg Mason Investment Counsel
in Financial by Alison Bevilacqua
(0 reviews)The firm manages the Legg Mason Investment Counsel Social Awareness Fund (SSIAX), a balanced fund invested 70% in equities and 30% in fixed income securities.
phone: view phone(877)721-1926
website: http://www.leggmason.com/i...
5. Linda Mundy, Pres., Chesapeake Asset Management Co., Inc.
in Financial by Linda Mundy
(0 reviews)Established 1995, independent IA firm based in Washington DC area servicing nonprofits, wealthy individuals, trusts. Provides experienced, individualized account management including SRI concerns.
phone: view phone(888)527-0178
fax: view fax(301)527-0178
website: http://www.cpeake.com
e-mail: send an e-mail
6. Legg Mason Investment Counsel
in Financial by Alison Bevilacqua
(0 reviews)The firm partners with socially aware investors to create customized investment solutions in harmony with their moral and ethical values.
phone: view phone(800)654-5777
fax: view fax(513)621-7665
website: http://www.lminvestmentcou...
e-mail: send an e-mail
Combining socially screened portfolios with disciplined financial management since 1982. View current strategy updates and performance record on Web site.
phone: view phone(802)651-4045
fax: view fax(802)651-4015
website: http://www.socialinvesting...
e-mail: send an e-mail
phone: view phone(516) 922-8100
website: http://www,lafuerzacdc.org...
e-mail: send an e-mail
phone: view phone(970) 764-7231
website: http://www.rhalpc.org ...
e-mail: send an e-mail
phone: view phone(765) 423-1284
website: http://www.nhslaf.org ...
e-mail: send an e-mail
