As a firm, we have committed to having no investment minimums, and here’s where we prove it to you. You can open an account with us and begin a Sustainable, Responsible and Impact investing portfolio with no minimums by clicking the buttons above or below. If you’re comfortable doing it yourself, just click one of the buttons, give us some information about your goals, objectives and risk tolerance, and you’ll be on your way! We’re here to help if you have questions, just give us a call, or click the “I need help” button to schedule some time with us to go through the process together.
These portfolios are managed by First Affirmative Financial Network and are comprised of 10-15 institutional class mutual funds dedicated to Sustainable, Responsible and Impact Investing while seeking to deliver market rate returns based on the risk you’re comfortable with. Additional faith based and fossil fuel free portfolios are available on request.
All clients on this tier are entitled to one financial planning session per year with no additional charge. Beyond this, we charge by the hour for our additional services, using the sliding fee scale on our services page.