First Affirmative: Values-Aligned Direct Indexing for Impactful Investing

First Affirmative: Values-Aligned Direct Indexing for Impactful Investing

The Values-Aligned Direct Index Solution (VADIS) by First Affirmative empowers investors to align their portfolios with their values while maximizing returns. With features like automated tax loss harvesting and active proxy voting, VADIS offers a unique approach to socially responsible investing. This innovative solution is designed for financial advisors and their clients, ensuring transparency and customization in investment strategies. As direct indexing continues to grow, VADIS stands out as a meaningful choice for those committed to making a positive impact through their investments.

Impact Family Office: Guiding Families Towards Meaningful Financial Impact

Impact Family Office: Guiding Families Towards Meaningful Financial Impact

Impact Family Office serves as a trusted partner for families, guiding them in making financial decisions that resonate with their values. Their unique approach emphasizes the importance of social and environmental impact, ensuring that every financial choice contributes to a greater good. With services like the Bus Book™ and a commitment to integrity, they help clients build a legacy that positively affects communities and the planet.

Trillium Asset Management: Investing for a Sustainable Future

Trillium Asset Management: Investing for a Sustainable Future

Trillium Asset Management focuses on activating client capital for sustainable investments. Since 1982, they have been dedicated to aligning financial goals with Environmental, Social, and Governance (ESG) principles. Their tailored solutions cater to private clients, financial intermediaries, and institutional investors, promoting a just society and a sustainable economy. With a strong B Corp score and active shareholder advocacy, Trillium is committed to creating lasting change through responsible investing.