Benefit from Our Expertise
Sustainable, Responsible, Impact Investing
First Affirmative Financial Network, LLC, an SEC-registered investment advisor since 1988, offers asset management and consulting services to, and through, financial professionals so that individual and institutional investors can align investment decision-making with personal values or institutional missions.
Call it socially responsible investing, sustainable investing, green investing, or impact investing, First Affirmative specializes in helping advisors help clients make money and at the same time, make a difference with their money. Working through a nationwide network of investment professionals, First Affirmative is always seeking advisors to join its network of committed professionals, and can provide a variety of model management, sub-advisory and related services to unaffiliated advisors, broker-dealers and others. First Affirmative's mission is to help advisors and their clients invest in companies that contribute to a clean, healthy environment, treat people fairly, embrace equal opportunity, produce safe and useful products, and support efforts to promote a more peaceful world.
Investment Management and Consulting
Folio Research, LLC develops portfolio strategies to meet a wide range of objectives and constraints, including target date/lifecycle allocation models and specialized portfolios such as low beta equities. Serving advisor firms and other financial services providers such as broker-dealers or mutual funds, Folio Research focuses on objective quantitative analysis of portfolios and investment strategy, and can develop and test analytics for applications including strategic and tactical asset allocation.