Investment Management Approach

First Affirmative is an independent Registered Investment Advisor with more than $500 million under management that serves socially conscious investors. Socially conscious investors seek to secure their own financial futures while investing in enterprises that contribute to a clean, healthy environment, treat people fairly, embrace equal opportunity, and produce safe and useful products.

Through investment management we work together to structure and manage a diverse portfolio designed to meet your financial goals, accommodate your risk parameters, and reflect your values. At First Affirmative Financial Network we combine cutting edge financial management technologies with leading social and environmental investment strategies.

• We emphasize asset allocation because we believe that asset allocation is the most reliable and manageable indicator of long-term performance and volatility.
• We use diversification to eliminate as much risk as possible for any given range of expected returns. We combine different asset classes, investment styles, and managers to reduce overall portfolio volatility.
• We cultivate a deep understanding of the people and processes within the mutual funds and investment management firms that we use in client portfolios.
• We believe that taking a sustainable and responsible approach to investing is another way to manage and reduce long-term portfolio risk. Our approach helps focus portfolio holdings on companies of the future – companies working in more sustainable industries, companies whose executive teams have demonstrated a commitment to accountability and ethical practices.

How does the investment management process work?