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Financial and Investment Advisors

Business > Investing > Socially Responsible > Financial and Investment Advisors

 
Websites
 
  • The Ethical Investment Co-operative - http://www.ethicalmoney.org/
    • Group of Independent Financial Advisers whose cooperative promotes Ethical and Green Investments in the UK.
  • Rodger Spiller & Associates - http://www.rodgerspiller.com
    • Ethical and sustainable investment. Engages with businesses to encourage them to improve environmental, social and economic performance. New Zealand
  • Ethical Investments - http://www.ethicalinvestments.co.uk
    • Independent financial advisers. Product, services and contact details. Located in Sheffield, England.
  • Equity Invest Ltd. - http://www.equityinvestltd.com
    • Wealth management service and ethical portfolio management. United Kingdom.
  • Social Investment Advisers - http://www.social-investment.com
    • Offers socially responsible and ethical investment advice throughout the UK.
  • Anthony Edwards, First Financial Securities Inc. - http://www.ethicinvest.bc.ca/
    • Advisory and investment services for socially responsible investing in British Columbia.
  • Meadowbrook Lane Capital - http://www.meadowbrooklane.com/
    • Investment banking services including mergers and acquisitions, socially responsible capital, and restructuring. Massachusetts.
  • Eric A. Smith - http://www.goodfunds.com/
    • Certified Financial Planner specializing in SRI since 1986. Site includes SRI book store, SRI news and periodical list, and how to find and work with advisors. Seattle.
  • Ethical Investment Services - http://www.ethicalinvestments.com.au
    • Offers investment solutions for client's ethical concerns. Focus is on a sustainable future for all stakeholders in the global community. Australia.
  • Paladin Financial Group - http://www.investprolife.com
    • Pro-life investment and financial planning services from a religious perspective. United States.
  • Progressive Asset Management - http://www.progressive-asset.com/
    • Social investment brokerage firm. Directory of branch offices throughout the U.S.
  • Joseph Morson, Christian Financial Services - http://prolifeinvesting.com
    • Financial planner geared toward Christians and Pro-life investors. United States.
  • GAEIA Partnership - http://www.gaeia.co.uk/
    • Independent Financial Adviser firm specialising in ethical investment, as well as environmental and socially responsible investments. UK
  • Ethical Investors Group - http://www.ethicalinvestors.co.uk/
    • UK firm offering independent advice on socially responsible investment funds, pensions, unit trusts, ISAs, and savings to meet individual ethical criteria.
  • Ethical Investment Association - http://www.ethicalinvestment.org.uk/
    • Promotes socially responsible investment and enables standards within the ethical investment industry. Links to various countries' ethical funds.
  • The Ethical Partnership - http://www.the-ethical-partnership.co.uk
    • Advisors covering all the UK, and through the internet offering advice globally. Focus on socially responsible concerns.
  • Progressive Asset Management - NY - http://www.pamny.com/
    • Branch office of SRI division of Financial West Group. Consultants offer screening, shareholder activism, community investing. United States.
  • Profit with Principle - http://www.profitwithprinciple.co.uk
    • Greg McCrave, independent financial adviser, specializes in SRI funds and bonds. United Kingdom.
  • Quest Financial Services Ltd. - http://www.questfs.demon.co.uk
    • Independent Financial Advice for the ethical or socially responsible investor in the UK.
  • Church Hill Finance - http://www.church-hill.net
    • Financial advisers specialising in ethical financial planning, mortgages, insurances, pensions, taxation, and investments. United Kingdom.
  • Progressive Asset Management Boston - http://www.pamboston.com
    • Branch office serving social investors in the greater Boston area. Massachusetts, USA
  • Friends Fiduciary Corporation Home - http://www.friendsfiduciary.org/
    • Quaker non-profit corporation which provides financial services to meetings, schools and other non-profit organizations associated with the Religious Society of Friends. USA
  • The Good Bankers - http://www.goodbankers.co.jp/
    • Investment advisory company devoted to social investment research and product development in Japan.
  • PiperJaffray Philanthropic & Social Investment Consulting - http://www.piperguides.com/psi_consulting/
    • Consulting services for high net-worth individuals and institutional investors. Social screening, shareholder activism, and philanthropic services. USA
  • Rathbone Greenbank Investments - http://www.rathbonegreenbank.com
    • Ethical investment management services for private clients, trusts, pensions, and charities. England.
  • Greenstar Resources PLC - http://www.greenstar-resources.com
    • A renewable natural resources company focusing on investment and management in agribusiness, forestry, and the environment.
  • Lareba Investors - http://www.lareba.net/products.html
    • Offers searchable database of stocks meeting Islamic criteria in accordance with sharia. Requires membership for more in-depth Islamic investing services.
  • E-Finanz Kälin - http://www.e-finance.ch/
    • Independent private company based in Zurich, Switzerland, dedicated solely to investment, consulting and education mainly in the fields of sustainable and responsible investment.
  • SAM Sustainable Asset Management - http://www.sam-group.com/htmle/main.cfm
    • Independent asset management company headquartered in Zurich. Advises private and institutional clients on investing their assets in line with sustainable criteria.
  • Lone Star Financial Services - http://www.lonestarfinancialservices.com
    • Christian investing services including moral audit, prayer request, and ministry. Texas
  • Douglas F. Hudson - http://www.rrsp.org/sri.htm
    • Provides services, information, and links to SRI resources in Canada.
  • Laurie McClain - http://www.responsivefinancial.com/
    • Portfolio management and financial planning. Exclusively SRI. Oregon.
  • Advocacy Investing - http://www.advocacyinvesting.com
    • Marc J. Lane Investment Management, Inc.'s proprietary approach to values-based investing. Affiliate of a broker-dealer offering common and preferred stocks, bonds, options, mutual funds, variable insurance and other financial products. Illinois, USA
  • Invested Interests - http://www.investedinterests.com
    • News, tools, and articles on SRI. Registered investment advisor returns 10% of his profits to community. California, USA.
  • Goran Ethical Investments Group - http://ethicalinvestments.ca
    • A team of financial advisors providing financial planning and wealth management services in Edmonton, Alberta, specializing in Socially Responsible Investments.
  • Ecologic Investor - http://www.ecologicinvestor.com
    • Registered investment advisor in New York. Information, news, and discussion of investing. United States.
  • Pinch Group at Raymond James Ltd. - http://www.pinchgroup.ca
    • Investment advisors based in Victoria, BC, specializing in ethical and socially responsible investing. Licensed in British Columbia, Alberta and Ontario. Canada
  • Blue Marble Investments, LLC - http://www.bluemarble.com/
    • Socially screened investing brokerage and advisory services. Newsletter, kids section, bookstore. United States.
  • Madeline Moore, CFP, AIF - http://www.madelinemoore.com
    • Financial planning and investment services consistent with social values and avoiding those which are not. Oregon, USA.
  • Justin Harris, AAMS - http://financialhealth.bz/
    • Offers sustainable socially responsible financial plans defined by risk management, savings, and investments. Offers related financial workshops and classes. Washington State, USA
  • Darron R. Stover - http://www.invest4change.com/
    • Financial planner and investment advisory representative with specialty in socially responsible investing. North Carolina, USA.
  • Capital Evolution - http://www.capitalevolution.co.za
    • Triple bottom line investing, sustainability investing, social responsibility investing. South Africa
  • Manning & Associates Financial Services - http://www.manning-financial.com
    • Financial planning and wealth management firm focusing on SRI and sustainability issues. Texas, USA.
  • The Camejo Group - http://www.camejogroup.com/
    • Environmental and socially responsible investing for individual investors concerned with preservation of principle, market returns, and promoting a sustainable economy. California, USA
  • PerretFinancial - http://www.perretfinancial.com/
    • Specializing in Socially Responsible Investing (SRI), also known as Value Based Investing or Mission Based investing, since 2001. Alabama, USA
  • Stephen Whipp, CFP - Berkshire Securities Inc - http://stephenwhipp.com
    • Provides ethical investing and values-based financial planning services to families and individuals throughout Vancouver Island and across the province of British Columbia. Canada.
  • Blue Haven Capital - http://www.bluehavencapital.com
    • Investment management for private foundations, public charities, and individuals. Offers mission related investing and investment policy statement guidance to nonprofits. USA
  • New Outlook Financial, Charles Carroll - http://www.new-outlook.com
    • SRI-focused hourly financial planning practice based in Portland, Oregon. USA
  • The Sussman Group, Marc Sussman - http://www.marcsussman.com
    • Personal financial and socially responsible investment services through Financial West Group. New York.
  • Aaron J. Ford - http://www.aaronjford.com
    • Investment advice focusing on green choices, investing in renewable energy and green technology companies through stocks, ETFs, and mutual funds. Vancouver, Canada
  • Social Equity Group, The - http://www.socialequity.com
    • Socially responsible investment management for the San Francisco Bay Area and beyond. USA
  • Ethicalfutures - http://www.ethicalfutures.co.uk
    • Independent financial advisers who provide advice on ethical investmetns, ethical pensions, ethical ISAs and green mortgages. Scotland, UK
  • Blue Haven Capital blog - http://bluehavencapital.blogspot.com/
    • Blog. Pros/cons and power of social responsibility.
  • Krull and Company - http://www.krullandcompany.com
    • Socially & environmentally responsible financial services firm on the east coast. Helps align investments with values. USA, Georgia-based.

 
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