First Affirmative Financial Network

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First Affirmative Financial Network
Type Public
Founded 1987
Headquarters Colorado Springs, CO
Key people George Gay, CEO
Steve Schueth, President
Kathleen J. Sutherland, Vice-President
Industry Investment services
Products Financial Services
Investment management
Website http://www.firstaffirmative.com

First Affirmative Financial Network, LLC is an independent investment advisory firm that specializes in sustainable investing. The company offers discretionary asset management services through a nationwide network of investment professionals who specialize in serving socially conscious individuals and mission-driven institutional investors.

The company offers network membership to financial advisers throughout the United States. These advisers typically share First Affirmative’s interest in sustainable and responsible investing and may recommend First Affirmative’s Sustainable Investment Solutions™ to their clients.

In addition to asset management, First Affirmative has produced and hosted the annual SRI in the Rockies conference since 1990.[1] This annual gathering of industry practitioners and related organizations attracts participants from throughout the United States and around the world.

Contents

[edit] History

First Affirmative Financial Network emerged from a company originally named Personal Financial Planning. Founded by Edward J. Winslow and Kevin Klotz in 1982, the company began offering socially responsible investment portfolios in 1988 when it formed a strategic marketing partnership with Co-op America. Ed Winslow registered Personal Financial Planning, Inc. as a Broker-Dealer with the NASD (now FINRA) in 1988. The name First Affirmative Financial Network was adopted in 1989, the year George R. Gay became Chief Operating Officer. The firm’s advisers registered with Walnut Street Securities, Inc. as their Broker/Dealer in 1990. From 1995 to 1999, the firm was owned by Walnut Street Securities. First Affirmative Financial Network became independent in 1999 and has been fee-only since that time. Registered with the Securities and Exchange Commission (SEC), First Affirmative’s file number is 801-56587. George R. Gay is the company’s CEO, and Steven J. Schueth is the company’s President.

[edit] Company Values

In the construction of its portfolios, the firm seeks to utilize socially responsible investment tools such as shareholder advocacy, community investing, and proxy voting. Other tools include negative and positive social and environmental screening.

First Affirmative believes:

  • every person has a core set of values that governs his or her actions.
  • our shared values outnumber those about which we differ.
  • given a choice, most people would choose not to profit from behavior in others that they find unacceptable in themselves.
  • fair-minded people respect and tolerate the values of others, even when different from their own.
  • bringing personal values and financial decision-making into alignment is a powerful way to encourage behavior that enhances quality of life for all.

[edit] Locations

First Affirmative’s headquarters is located at 5475 Mark Dabling Blvd, Suite 108, Colorado Springs, Colorado 80918. The company has a second location at 2503 Walnut Street, Suite 201, Boulder, Colorado 80302. While the network's headquarter is in Colorado it supports financial advisors in over 28 states across the USA.

[edit] Awards

[edit] External Links

[edit] See also


[edit] References

  1. ^ http://www.sriintherockies.com/
  2. ^ http://www.unpri.org/
  3. ^ http://www.ceres.org/NetCommunity/page.aspx?pid=705
  4. ^ http://www.cdproject.net/
  5. ^ http://www.unpri.org/signatories/#im


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