Financial and Investment Advisors Socially Responsible Investing

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.

• Ethical Investment Association - Promotes socially responsible investment and enables standards within the ethical investment industry. Links to various countries' ethical funds.
  
• Ethical Investments - Independent financial advisers. Product, services and contact details. Located in Sheffield, England.
  
• Meadowbrook Lane Capital - Investment banking services including mergers and acquisitions, socially responsible capital, and restructuring. Massachusetts.
  
• Lone Star Financial Services - Christian investing services including moral audit, prayer request, and ministry. Texas
  
• The Sussman Group, Marc Sussman - Personal financial and socially responsible investment services through Financial West Group. New York.
  
• New Outlook Financial, Charles Carroll - SRI-focused hourly financial planning practice based in Portland, Oregon. USA
  
• Church Hill Finance - Financial advisers specialising in ethical financial planning, mortgages, insurances, pensions, taxation, and investments. United Kingdom.
  
• GAEIA Partnership - Independent Financial Adviser firm specialising in ethical investment, as well as environmental and socially responsible investments. UK
  
• Blue Summit Financial Group - Financial services firm specializing in sustainable and socially responsible investing. California, USA
  
• Darron R. Stover - Financial planner and investment advisory representative with specialty in socially responsible investing. North Carolina, USA.
  
• Capital Evolution - Triple bottom line investing, sustainability investing, social responsibility investing. South Africa
  
• Ethical Investors Group - UK firm offering independent advice on socially responsible investment funds, pensions, unit trusts, ISAs, and savings to meet individual ethical criteria.
  
• Justin Harris, AAMS - Offers sustainable socially responsible financial plans defined by risk management, savings, and investments. Offers related financial workshops and classes. Washington State, USA
  
• Manning & Associates Financial Services - Financial planning and wealth management firm focusing on SRI and sustainability issues. Texas, USA.
  
• Paladin Financial Group - Pro-life investment and financial planning services from a religious perspective. United States.
  
• Progressive Asset Management - NY - Branch office of SRI division of Financial West Group. Consultants offer screening, shareholder activism, community investing. United States.
  
• Rathbone Greenbank Investments - Ethical investment management services for private clients, trusts, pensions, and charities. England.
  
• Invested Interests - News, tools, and articles on SRI. Registered investment advisor returns 10% of his profits to community. California, USA.
  
• Pinch Group at Raymond James Ltd. - Investment advisors based in Victoria, BC, specializing in ethical and socially responsible investing. Licensed in British Columbia, Alberta and Ontario. Canada
  
• Goran Ethical Investments Group - A team of financial advisors providing financial planning and wealth management services in Edmonton, Alberta, specializing in Socially Responsible Investments.
  
• Douglas F. Hudson - Provides services, information, and links to SRI resources in Canada.
  
• Advocacy Investing - 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
  
• Ethicalfutures - Independent financial advisers who provide advice on ethical investments, ethical pensions, ethical ISAs and green mortgages. Scotland, UK
  
• The Ethical Partnership - Advisors covering all the UK, and through the internet offering advice globally. Focus on socially responsible concerns.
  
• Eric A. Smith - 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.
  
• Friends Fiduciary Corporation Home - Quaker non-profit corporation which provides financial services to meetings, schools and other non-profit organizations associated with the Religious Society of Friends. USA
  
• Equity Invest Ltd. - Wealth management service and ethical portfolio management. United Kingdom.
  
• Progressive Asset Management - Social investment brokerage firm. Directory of branch offices throughout the U.S.
  
• Progressive Asset Management Boston - Branch office serving social investors in the greater Boston area. Massachusetts, USA
  
• SAM Sustainable Asset Management - Independent asset management company headquartered in Zurich. Advises private and institutional clients on investing their assets in line with sustainable criteria.
  
• Stephen Whipp, CFP - Berkshire Securities Inc - 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 Good Bankers - Investment advisory company devoted to social investment research and product development in Japan.
  
• Blue Haven Capital - Investment management for private foundations, public charities, and individuals. Offers mission related investing and investment policy statement guidance to nonprofits. USA
  
• Rodger Spiller & Associates - Ethical and sustainable investment. Engages with businesses to encourage them to improve environmental, social and economic performance. New Zealand
  
• Ecologic Investor - Registered investment advisor in New York. Information, news, and discussion of investing. United States.
  
• Social Equity Group, The - Socially responsible investment management for the San Francisco Bay Area and beyond. USA
  
• Profit with Principle - Greg McCrave, independent financial adviser, specializes in SRI funds and bonds. United Kingdom.
  
• The Camejo Group - Environmental and socially responsible investing for individual investors concerned with preservation of principle, market returns, and promoting a sustainable economy. California, USA
  
• Laurie McClain - Portfolio management and financial planning. Exclusively SRI. Oregon.
  
• Ethical Investment Services - Offers investment solutions for client's ethical concerns. Focus is on a sustainable future for all stakeholders in the global community. Australia.
  
• PerretFinancial - Specializing in Socially Responsible Investing (SRI), also known as Value Based Investing or Mission Based investing, since 2001. Alabama, USA
  
• Madeline Moore, CFP, AIF - Financial planning and investment services consistent with social values and avoiding those which are not. Oregon, USA.
  
• E-Finanz Kälin - Independent private company based in Zurich, Switzerland, dedicated solely to investment, consulting and education mainly in the fields of sustainable and responsible investment.
  
• Krull and Company - Socially & environmentally responsible financial services firm on the east coast. Helps align investments with values. USA, Georgia-based.
  
• The Ethical Investment Co-operative - Group of Independent Financial Advisers whose cooperative promotes Ethical and Green Investments in the UK.
  
• Aaron J. Ford - Investment advice focusing on green choices, investing in renewable energy and green technology companies through stocks, ETFs, and mutual funds. Vancouver, Canada
  
• Blue Marble Investments, LLC - Socially screened investing brokerage and advisory services. Newsletter, kids section, bookstore. United States.
  
• Lareba Investors - Offers searchable database of stocks meeting Islamic criteria in accordance with sharia. Requires membership for more in-depth Islamic investing services.
  
• Joseph Morson, Christian Financial Services - Financial planner geared toward Christians and Pro-life investors. United States.
  
• Anthony Edwards, First Financial Securities Inc. - Advisory and investment services for socially responsible investing in British Columbia.
  
• Quest Financial Services Ltd. - Independent Financial Advice for the ethical or socially responsible investor in the UK.
  
• Silverman Strategies - Through 100-Mile Investing, creates tailored offerings and diversified portfolios that address risk and return as well as environmental, social and governance concerns close to home. South Carolina, USA
  
• Greenstar Resources PLC - A renewable natural resources company focusing on investment and management in agribusiness, forestry, and the environment.
  
• Axxis Financial Planning Ethical Investment - 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 blog - Blog. Pros/cons and power of social responsibility.
  
  

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