Map of Certified Business Member Profiles

Washington Square Capital Mgmt

We are a NYC-based independent investment advisory firm that manages customized socially responsible investment portfolios for individual and institutional clients.

First Affirmative Financial Network, LLC

Supports a nationwide network of investment professionals specializing in Sustainable, Responsible, Impact (SRI) investing. We offer unique resources and practical management assistance to financial advisors seeking to grow their practices by working with

SRI Investing LLC (Your Money. Your Values)

Investing in ways that contribute to a more peaceful, just and sustainable world. Member, First Affirmative Financial Network.

Newground Social Investment, SPC

25+ years as an independent, fee-only Registered Investment Advisor, Newground specializes in sustainable investment management for individuals, institutions, foundations & endowments. Nationally known for its transformational shareholder engagements.

Newground Social Investment, SPC

25+ years as an independent, fee-only Registered Investment Advisor, Newground specializes in sustainable investment management for individuals, institutions, foundations & endowments. Nationally known for its transformational shareholder engagements.

Natural Investments, LLC

Fee-only financial advisor specializing in customized investment management and financial life planning for socially and environmentally conscious investors. Member, First Affirmative Financial Network.

Natural Investments, Eric Smith & Team

Sustainable, responsible, impact investing services for family foundations, individuals, and families since 1985. Asset management, investment consulting, and financial planning.

Vision Capital Investment Management

David Kim, President, in SRI since 1983 as a founder of Working Assets. Socially, environmentally responsible investment management with portfolios customized for social and financial criteria.

Vision Capital Investment Management

David Kim, President, in SRI since 1983 as a founder of Working Assets. Socially, environmentally responsible investment management with portfolios customized for social and financial criteria.

Greenvest

This is the Vermont Office of Greenvest™ -- providing personal consulting on Socially Responsible Investing, plus the universe of socially responsible investments to support your beliefs. In our over 28 years of combined experience as SRI advisors, we ha

1919 Investment Counsel

The firm works with socially aware investors to create customized investment portfolios in harmony with their moral and ethical values. Account minimum: $2 million.

Prentiss Smith and Company, Inc.

Combining socially screened portfolios with disciplined financial management for individuals and institutions since 1982. View our current strategy updates at www.socialinvesting.com.

First Affirmative Financial Network, LLC

Supports a nationwide network of investment professionals specializing in Sustainable, Responsible, Impact Investing (SRI). "We offer unique resources and practical management assistance to financial advisors seeking to grow their practices by working wit

Calvert -- Investments that Make a Difference®

Established in 1976, Calvert is a diversified investment management firm serving individual and institutional investors. Offers a wide array of products, including more than 40 equity and fixed income mutual funds, workplace retirement options, and a nati

Civic Capital Group, LLC

Invests in companies whose products or services have an immediate, positive impact on society's major challenges, like nutrition, education, medical care, environmental concerns, senior citizen well-being, etc. Decisions are driven by in-house fundamental

Jantz Management LLC

A socially responsible boutique investment management company that uses a disciplined, quantitative value approach to create large-, mid-, and small-cap value ESG portfolios.

Zevin Asset Management, LLC.

We are conscientious global investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong companies.

Zevin Asset Management, LLC.

"We believe the best way to make money for our clients is not to lose it. We are conscientious global investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong, enduring companies."

Reynders McVeigh Capital Management, LLC

Reynders McVeigh is an investment management firm founded in 2005, though the principals have long histories in socially responsible investing. Works primarily with individuals and families, tailoring each portfolio to the unique needs of each individual

Miller/Howard Investments, Inc.

Offers conservative investment management portfolios that emphasize dividends and rising income in yield-oriented portfolios. High priority on shareholder advocacy and client service. Serving institutions and individuals since 1987. Sub-adviser for the To

High Impact Investments

Dark green portfolios for investors with strict social screens that requires more than fossil free. Working with clients where SRI mutual funds may not be a fit since 1989. Member of First Affirmative Financial Network

Chesapeake Asset Management Co., Inc.

Based in Washington DC, we serve an elite national clientele. Clients with sophisticated social and environmental interests find comfort in our ability to translate their wishes into customized investment practices.

Neuberger Berman

Portfolio co-managers look for stocks of mid- to large cap companies that first meet their stringent financial criteria. Their social screens are applied to these stocks. Ideal investment candidates are companies that show leadership in the areas of the e

NorthStar Asset Management, Inc.

Works to balance clients' social and political concerns with their financial objectives. Believing that financial knowledge is empowering, examines with clients the financial and social impact of each investment, and takes action through investment, dives

Rinehart Wealth Management

Fee-only Registered Investment Advisor offering comprehensive investment management and financial planning services. Help clients achieve their life goals through personalized asset allocation strategies and sustainable investment vehicles.

Rockefeller Financial

Manages customized SRI portfolios for individual and institutional clients. Investment approach is global (US and international), and both screened and engagement strategies are used. Firm began as the Rockefeller Family office in 1882 but now manages ass

Shelton Capital Management

Custom fixed income portfolios based on your values and needs. Thirty years in finance; 40 years of activism.

JPS Global Investments

Impact investing, investment advice, asset management, and financial planning. Member of First Affirmative Financial Network.

Sustainability Group

The Sustainability Group of Loring, Wolcott & Coolidge Trust, LLC recognizes that our investments today shape the world we live in tomorrow. To help achieve a more sustainable world, we incorporate social and environmental standards, shareholder advocacy,

Trillium Asset Management, LLC

Oldest investment advisor exclusively focused on sustainable and responsible investing. A leader in shareholder advocacy and public policy work, with a goal of delivering both impact and performance to investors. Account minimum $2 million for direct rela

Zevin Asset Management, LLC.

"We are conscientious global investors who consider environmental, social, and governance factors not only for ethical reasons but also as a marker of strong, enduring companies."

Appleseed Capital

Appleseed Capital strategies employ a go-anywhere value approach integrating Environmental, Social and Corporate Governance (ESG) criteria.

Communitas Financial Planning

Socially responsible retirement plans. Wrap-around fiduciary coverage. Model portfolios for participants may raise satisfaction and increase participation. Member: Garret Planning Network and First Affirmative Financial Network.

Financial Sherpa Inc.

SerenityShares Impact ETF

SerenityShares offers investors a diversified portfolio of public equities whose products/services address 20 societal and environmental challenges including clean water, renewable energy, environmental stewardship, elder care, and community building.

Envest Microfinance Fund

Envest Microfinance Fund is a microfinance investment vehicle dedicated to making financial services universally available by connecting the microfinance sector to capital markets. It lends to small, but financially solid, microfinance institutions (MFIs)