First Affirmative is the leading advisor network serving the responsible investment community. We’ve had one mission since our founding in 1988 — to improve investment performance, reduce risk and create a better world by integrating sustainable, responsible, and impact (SRI) investing with environmental, social and corporate governance (ESG) principles. We oversee more than $850 million in assets under management and advisement, working with more than 400 specialist SRI advisors, both directly and through third-party partnerships. We provide expert SRI investment strategies, investment consulting, marketing tools, online research and proxy voting capabilities, as well as discounted or complimentary professional memberships and subscriptions. Our latest offering is our Advisor Workstation, AffiramativESG, that creates completely customizable investment portfolios for clients. Powered by First Affirmative’s research, analytics, and due diligence expertise, AffirmativESG delivers three distinct outcome-oriented strategies to meet each client’s needs. Each solution is crafted with our clear, consistent, and repeatable investment process. Choose the best solution for your clients - Custom Sustainable Investment Solution (CSIS), Multi-Manager Account, and/or Managed Mutual Funds.
We're flexible. Access our investment strategies and expertise the way it works best for you.
Selling/solicitor agreement – Leverage our 30 years of SRI investment expertise through a standard selling/solicitor arrangement.
Investment Advisory Representative (IAR) – Join our RIA and benefit from marketing, compliance and back office support, lead referrals, and production incentives.
Third-party platforms – Find our proprietary SRI strategies on a number of leading third-party asset management platforms.
Contact the First Affirmative Business Development Team to learn more.