Brody Weiser Burns

Brody • Weiser • Burns: Helps complex nonprofits develop strategic and business venture plans. Assists foundations and other institutions in structuring and managing program-related and social investments. Facilitates partnerships between (View Profile)

Capital Missions Company

CAPITAL MISSIONS COMPANY creates networks of "social" investors who invest for market returns plus positive social impact ("social dividends"). (View Profile)

Conscious Capital

Financial consulting. (View Profile)

Mercer Investment Consulting

For more than 25 years, Mercer's global investment consultants have provided the highest quality of investment advice and practical solutions. Clients are supported by a research staff that evaluates worldwide economic and capital market trends and (View Profile)

Metropolitan Group

Metropolitan Group is a social change agency that crafts strategic and creative services that empower social purpose organizations to build a just and sustainable world. Our clients are Change Agents: nonprofits, socially responsible businesses (View Profile)

Milken Institute

The Milken Institute is an independent economic think tank. Our mission is to improve the lives and economic conditions of diverse populations in the U.S. and around the world by helping business and public policy leaders identify and implement (View Profile)

Walter Corey, Portland Humanities Commision

Civil rights consulting. (View Profile)

Phil Kirshman, Dir., Bus. Dev., Progressive Asset Management

Progressive Asset Management, Inc. (PAM) is the first independent full-service investment brokerage in the US to specialize in socially responsible investing (SRI). Since 1987, we have used our ownership in public companies as a powerful vehicle (View Profile)

Social Investment Forum

A national nonprofit membership organization promoting the concept, practice and growth of socially responsible investing (View Profile)

Mel Kram, President, SRI Lantern

SRI LANTERN is a marketing research and consulting service that specializes in developing information for companies whose focus is the socially conscious consumer. We operate on the premise that the market for socially responsible products is highly (View Profile)

Sustainable Ventures

Advising trust and pension fund benificiaries on how to leverage their ownership of funds to increase the social and environmental responsibility of their investments. (View Profile)

The Hastings Group

Public relations consulting for socially responsible clients. (View Profile)

Terry Mollner, Trusteeship Institute, Inc.

It is our belief that a world dominated by multinational corporations where, by contract, all involved are obligated to give priority to the financial interests of a few shareholders at the expense of the common good is no longer the highest level of (View Profile)

Verite, Inc.

Verité is an independent, non-profit social auditing and research organization established in 1995. Our mission is to ensure that people worldwide work under safe, fair and legal working conditions. Where Verité auditors identify exploitation of (View Profile)

Aequitas Investment Advisors

Aequitas Investment Advisors is an independent investment advisory and financial management firm that has been dedicated to providing individual clients, trustees, charitable foundations and non-profit organizations with highly personalized service (View Profile)

Allegheny Financial Group, Ltd.

Allegheny Financial Group is an SEC-registered investment advisory firm established in 1976, which offers clients assistance in every aspect of their financial life, including financial planning, portfolio management, market analysis, risk (View Profile)

Altura Capital

Financial advisory services. (View Profile)

Bassi Investments

Bassi Investments, Inc. is a money management firm that invests in companies that invest in their people. We develop recommended portfolios of firms that make significant investments in employee learning. (View Profile)

Benchmark Asset Managers LLC

Benchmark’s mission is to preserve investors' capital while generating income and portfolio growth at absolute minimum costs. (View Profile)

Birkelbach Management Corp.

We believe that a corporate sustainability policy (where products, services and methods of operation consider opportunities and risks associated with economic, social and environmental issues) will benefit organizations and therefore shareholder (View Profile)

Boston Common Asset Mgmt.

Boston Common Asset Management is a full-service, employee-owned social investment firm dedicated to the pursuit of financial return and social change. We complement prudent portfolio management with customized social screening and tenacious (View Profile)

Calvert -- Investments that Make a Difference

For more than 25 years, Calvert has offered a broad range of investment products and services, including the nation's largest family of socially responsible mutual funds. (View Profile)

Chesapeake Asset Management Co., Inc.

Investment advising. (View Profile)

Christian Brothers Investment Services, Inc.

Christian Brothers Investment Services, Inc. (CBIS) is the leader in Catholic socially responsible investing (SRI) with nearly $4 billion in assets under management and over 1,000 institutional Catholic clients worldwide, including dioceses (View Profile)

Citigroup Asset Management

Offered since 1987 through Smith Barney Asset Management, the Social Awareness Investment Program provides investment options for both individual and institutional clients. The Program includes customized, socially screened, separately managed (View Profile)

Clarke Lanzen Skalla

Investment advising. (View Profile)

Clean Yield Asset Management, Inc.

Founded in 1984, Clean Yield is an SEC-registered investment and advisory firm working exclusively with social investors. Clean Yield's principals are professional money managers who have been with the firm from its beginnings. (View Profile)

Corbin and Company

Corbin & Company is one of Southwest's leading investment management firms, providing individual and institutional investment management for corporate sponsored retirement plans, endowments, foundations, and mutual fund investors as well as wealth (View Profile)

Eastern Bank

Eastern Bank is the largest independent, mutually owned bank in New England whose distinguished history, dedication to superior service and commitment to providing customers with financial expertise have left an indelible mark on Greater (View Profile)

F&C Asset Management

At F&C, we offer a wide range of products and services to institutions, private investors and financial advisers. We enhance and protect shareholder value through a corporate social responsibility policy that sets us apart from the rest. (View Profile)

FIM Group

Our priority and commitment at Financial & Investment Management Group is to provide our clients, employees, business partners, service partners, shareholders and other stakeholders with real, tangible, positive, quality, sustainable performance. We (View Profile)

FinArc, LLC

FinArc, founded in 1990, is an investment management firm that combines institutional portfolio management expertise with personal service. Our clients include corporate institutions, non-profit organizations and high net worth individuals. (View Profile)

First Affirmative Financial Network, LLC (FAFN)

First Affirmative Financial Network, LLC (FAFN) is an independent investment advisory firm registered with the Securities and Exchange Commission (SEC). We support a nationwide network of investment professionals who specialize in helping clients (View Profile)

Gabelli Asset Management

Gabelli Asset Management, Inc. is best known for its research-driven, value-oriented equity investing expertise which is based on the principles of Graham & Dodd -- that is, investing in undervalued companies that have a high probability of achieving (View Profile)

Girton Capital Management, Inc.

The goal of Girton Capital Management, Inc. (GCM) is to build wealth for our clients through skillful stock and bond selection. GCM believes that focused, in-depth investment research is the cornerstone of long-term capital growth. Girton Capital (View Profile)

H.M. Payson & Co.

To individuals and families, we offer comprehensive wealth management solutions. To institutions and endowments, we bring expert financial management and investment policy guidance. Through the years, our steadfast commitment to the judicious (View Profile)

Harrington Investments, Inc.

Our mission is to provide highly personalized asset management services that reflect a commitment to superior financial results consistent with positive environmental, ethical and social change. (View Profile)

Harris Bretall Sullivan & Smith, L.L.C.

For over 30 years, Harris Bretall has successfully guided investors through the peaks and valleys of market cycles to meet their financial objectives. We have experience traveling the highways and backroads of the financial markets—gaining the (View Profile)

Heartland Financial USA, Inc.

Heartland Financial USA, Inc. is a financial services company providing banking, mortgage, investment, insurance, trust, fleet management and consumer finance services to individuals and businesses in 42 communities in nine states -- Iowa, Illinois (View Profile)

King Investment Advisors, Inc.

King Investment Advisors, Inc., located in Houston, Texas, is a bottom-up value manager which applies the Business Valuation Approach. KING uses a broad definition of value to identify attractive opportunities often overlooked by other investors. (View Profile)

Legg Mason Investment Counsel

Financial advisory services. (View Profile)

Light Green Advisors

Light Green Advisors (LGA) is an internationally recognized Seattle-based investment advisor. LGA was founded to provide mainstream, environmentally aware investors with investment options that are environmentally and financially sound. LGA manages (View Profile)

Loring, Wolcott & Coolidge

Loring, Wolcott & Coolidge Office is a professional family office that offers a wide range of highly personalized fiduciary services. We maintain long-standing relationships with our clients by being responsive to their needs. The continuity of these (View Profile)

Lowell, Blake & Associates

Since 1974, we have been offering advice, addressing common and complex investment and trustee issues. We have a proven history of providing practical and profitable solutions to the challenges of safeguarding and growing your assets. (View Profile)

Marc J. Lane Investment Management, Inc.

The Law Offices of Marc J. Lane and its financial services affiliates offer successful people a strategic, multidisciplinary approach to tax, investment, corporate, estate and insurance planning. (View Profile)

Mennonite Mutual Aid (MMA) - MMA Trust Company

Founded in 1945, MMA is a church-affiliated organization that nurtures the practice of holistic, biblical stewardship. We help individuals and groups act on their faith values in everyday decisions about resources. (View Profile)

Meridian Trust & Investment Company

Meridian Trust & Investment Company is an independent, locally owned, full service trust company. We are a single purpose financial institution with committed, highly trained professionals offering the highest quality fiduciary and investment (View Profile)

Miller/Howard Investments, Inc.

Miller/Howard Investments, an independent, employee-owned investment firm, offers portfolio management for conservative investors seeking income and preservation of capital and aggressive investors seeking growth in the small-cap area of the (View Profile)

Munder Capital Management

Understanding our clients' needs is critical to executing investment solutions with discipline and innovation. Our diverse clients include corporations, public and private pension fund sponsors, trustees of charitable foundations and universities (View Profile)

Mylestone Plans

Retirement planning. (View Profile)

Neuberger Berman

From our inception, Neuberger Berman has worked with one goal: to build and protect the wealth of our clients. Today, as a Lehman Brothers company, we continue to serve our clients with the same purpose, and with expanded capabilities to meet all our (View Profile)

Newground Social Investment

Since 1994 Newground Social Investment has provided socially conscious money management, financial coaching, and shareholder advocacy consultation to individual, institutional, and not-for-profit clients. (View Profile)

NorthStar Asset Management, Inc.

Since 1990, NorthStar Asset Management, Inc.® has successfully balanced clients' social and political concerns with their financial objectives. One of our primary goals is to help our clients become comfortable with and empowered by financial (View Profile)

Pax World Capital Management

Pax World Capital Management - a division of Pax World Management Corp. - provides privately managed accounts for institutional investors and high net worth individuals. Each customized portfolio follows the same investment practices and ethical (View Profile)

Petersen Hastings

We offer a high level of friendly, personal service that is a rare commodity in our increasingly fast-paced world. We'll always take time to listen, to hear what's on your mind, to provide the answers and assurance you need. We are entirely (View Profile)

Prentiss Smith and Company, Inc.

At Prentiss Smith & Co., we develop an individual investment plan with each client based on the income requirement, risk profile, tax bracket, expectations for growth, and social objectives of the client. (View Profile)

Principle Profits Asset Management, Inc.

To provide quality portfolio management services to both individual and institutional clients, integrating client-directed social issues assessment into the investment process, coupled with the highest degree of personal service possible. (View Profile)

Progressive Asset Management, Inc.

Progressive Asset Management, Inc. (PAM) is the first independent full-service investment brokerage in the US to specialize in socially responsible investing (SRI). Since 1987, we have used our ownership in public companies as a powerful vehicle (View Profile)

Progressive Investment Management

Since 1982 we have offered socially responsible portfolio management services to individuals and institutions. We are actively involved in the socially responsible investment community, promoting corporate responsibility through social screening and (View Profile)

RBC Dain Rauscher

RBC Dain Rauscher Inc., a wholly owned subsidiary of Royal Bank of Canada (RY: TSX, NYSE), is one of the nation's largest full-service securities firms with more than 1,800 financial consultants and 5,000 employees. The company serves individual (View Profile)

Responsible Asset Management

Investment management. (View Profile)

Rockefeller & Co.

As an independent privately-owned firm, our energies are entirely focused on ensuring the provision of comprehensive and integrated investment and wealth management services of the highest quality. (View Profile)

Roxbury Capital Management

Roxbury's investment approach combines growth stock investing with a proprietary valuation discipline in an attempt to create portfolios of high quality companies that balance exceptional return characteristics and prudent control of risk. (View Profile)

SKBA Capital Management

SKBA Capital Management's mission is to bring the investor a strategic array of value-based investment solutions, built on a foundation of integrity, intelligence and innovation. SKBA was founded in 1989 as an independent investment advisory (View Profile)

Social Responsibility Investment Group

Investment management. (View Profile)

State Street Global Advisors

State Street Global Advisors (SSgA) is an acknowledged leader in institutional investing with $1.4 trillion in assets under management. The world's largest institutional asset manager and leader in several other investment rankings , SSgA is also the (View Profile)

Tapke Asset Management, LLC

Tapke Asset Management is an employee owned investment management firm founded in February 1999 by a team of experienced, highly motivated investment professionals. Our mission is as follows: To consistently deliver superior investment (View Profile)

The Boston Family Office

AT THE BOSTON FAMILY OFFICE, your assets will be managed with the same care and insight as the principals manage their own assets. The Boston Family Office, LLC was founded by professionals who have been actively managing the financial affairs of (View Profile)

The de Burlo Group, Inc.

Investment management. (View Profile)

Highland Stewardship

Good Stewardship is the overarching responsibility of fiduciaries of a not-for-profit enterprises. Good Stewardship is the exercise of prudent oversight and utilization of those capital resources entrusted to the organization for the benefit of (View Profile)

The Prescott Center for Adaptive Market Strategies

Our business is built on the premise that buy-and-hold investing generally only works when markets go up, and can be disastrous when markets go down. At the Prescott Center for Adaptive Market Strategies® we have found that almost all (View Profile)

The Social Equity Group

SEG offers individuals and institutions comprehensive financial services that address both financial goals and social concerns. (View Profile)

Trainer Wortham

Trainer Wortham & Company, Inc., a registered investment advisor, was established in 1924 to achieve the long term financial goals of its clients. We exist solely to serve our clients and to pursue excellence and integrity in investment management. (View Profile)

Trillium Asset Management Corp.

For over twenty years, Trillium Asset Management Corporation has been the leader in socially responsible investing. We are guided by a belief that active investing can offer good returns to the investor, while also promoting social and economic (View Profile)

Vision Capital Investment Mgmt.

Investment advising. (View Profile)

Walden Asset Management

Walden Asset Management has been a leader in socially responsive investing since 1975, managing our clients' assets to achieve their specific financial and social objectives. For both institutions and individuals, Walden strives for superior (View Profile)

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