Directory of Financial and Investment Advisors Resources

Home > Business > Investing > Socially Responsible > Financial and Investment Advisors

Financial planners, investment advisors, brokers, and other advisors whose primary service is providing sustainable, socially responsible, or ethical investing, and related services to individuals and sometimes institutions.

Resources in This Category

• 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

• Anthony Edwards, Portfolio Strategies Securities Inc.

  http://ethicinvest.ca/
  Advisory and investment services for socially responsible investing in British Columbia.

• Axxis Financial Planning Ethical Investment

  http://www.ethicalinvestment.co.uk/
  Filter ethical investment funds on positive and negative criteria. Interactive questionnaire allows you to decide on attitude to investment risk as well as ethical convictions. United Kingdom

• 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

• Blue Marble Investments, LLC

  http://www.bluemarble.com/
  Socially screened investing brokerage and advisory services. Newsletter, kids section, bookstore. United States.

• Cave & Sons Ltd

  http://www.caves.co.uk/
  Investment advisers offering services including investment management, financial planning and pensions. Based in Northampton UK.

• Douglas F. Hudson

  http://www.rrsp.org/sri.htm
  Provides services, information, and links to SRI resources in Canada.

• Equity Invest Ltd.

  http://www.equityinvest.co.uk/
  Wealth management service and ethical portfolio management. United Kingdom.

• 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 Association

  http://www.ethicalinvestment.org.uk/
  Promotes socially responsible investment and enables standards within the ethical investment industry. Links to various countries' ethical funds.

• 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.

• Ethicalfutures

  http://www.ethicalfutures.co.uk/
  Independent financial advisers who provide advice on ethical investments, ethical pensions, ethical ISAs and green mortgages. Scotland, UK

• 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

• Gaeia

  http://gaeia.com/
  Independent Financial Adviser firm specialising in ethical investment, as well as environmental and socially responsible investments. UK

• Greenstar Resources PLC

  http://www.greenstar-resources.com/
  A renewable natural resources company focusing on investment and management in agribusiness, forestry, and the environment.

• Inspired Evolution

  http://inspiredevolution.co.za/
  Triple bottom line investing, sustainability investing, social responsibility investing. South Africa

• Invested Interests

  http://www.investedinterests.com/
  News, tools, and articles on SRI. Registered investment advisor returns 10% of his profits to community. California, 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

• 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.

• New Outlook Financial, Charles Carroll

  http://www.new-outlook.com/
  SRI-focused hourly financial planning practice based in Portland, Oregon. USA

• Paladin Financial Group

  http://www.investprolife.com/
  Pro-life investment and financial planning services from a religious perspective. United States.

• Profit with Principle

  http://www.profitwithprinciple.co.uk/
  Greg McCrave, independent financial adviser, specializes in SRI funds and bonds. United Kingdom.

• Rathbone Greenbank Investments

  http://www.rathbonegreenbank.com/
  Ethical investment management services for private clients, trusts, pensions, and charities. England.

• Social Equity Group, The

  http://www.socialequity.com/
  Socially responsible investment management for the San Francisco Bay Area and beyond. 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.

• 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

• The Ethical Investment Co-operative

  http://www.ethicalmoney.org/
  Group of Independent Financial Advisers whose cooperative promotes Ethical and Green Investments in the UK.

• 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.

• The Good Bankers

  http://www.goodbankers.co.jp/
  Investment advisory company devoted to social investment research and product development in Japan.

 

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