Make an impact with your investments
Sustainable, Responsible, Impact Investing (SRI) is an investment strategy seeking to maximize both financial return and social good.
The three components of SRI: screening, shareholder advocacy, and community investing
Using positive and negative filters to select investments (avoid or include investments)
Using the rights of a shareholder to influence the direction of business.
Providing credit, equity, capital, and basic banking products to people who otherwise would not have access.
Meet Our Advisors
Our professional network of fiduciary financial planners work only for our clients. We do not sell any products or receive commissions we are only compensated by our clients.
They specialize in Sustainable, Responsible, Impact Investing (SRI).
Impact Investing Firm advisors have been screened to insure they will provide quality service to you.
Bill Holliday, CFP, AIF, CSRIC
AIO Financial - Phoenix, AZ
Allan Moskowitz, CFP, AIF
Transformative Wealth Management - San Francisco, CA
Laura Isanuk AIF, CFS
First Affirmative Financial Network - Denver, CO
Brenda A. Morris, CFP
Humane Investing - Richmond, VA
AMA Financial Advisors - Los Angeles, CA
Impact Financial Planners - Honolulu, HI