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David Barnhill, Director
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You are here: Home > Climate Change > DIVESTMENT > Financial Consultants for Fossil Fuel Free Investments

Financial Consultants for Fossil Fuel Free Investments

A growing number of financial planners and investment consultants are ready to guide you to fossil fuel free investments.

List from Green America. Accessed 12 June 2014.
With additions.

Capital Intelligence Associates -- 
We are a Southern-California-based full-service financial planning firm specializing in multi-generational wealth management, philanthropic planning, and socially responsible investing. We can develop fossil-fuel-company-free portfolios for both individual and institutional clients.

Encore Wealth Advisors --
We are helping to solve the climate crisis by supporting individuals, families, non-profits and small businesses in divesting of fossil fuel investments.  We accomplish this by offering a values based wealth management process, utilizing fossil free investment portfolios, that helps clients achieve their financial, social and environmental goals.

First Affirmative Financial Network
With 25 years of experience serving Green America members with their social investing needs, First Affirmative and its nationwide network of 100 associated advisors can develop fossil-free portfolios using mutual funds, exchange traded funds, and individual securities as appropriate to your needs.

Horizon Sustainable Financial Services
Horizons Sustainable Financial Services offers a line of well-diversified, zero-carbon energy mutual fund portfolios with no exposure to any companies directly involved in the production of fossil fuels.  The portfolios are built on a “sustainable, responsible, impact” (“SRI”) investing foundation, using mutual funds from SRI industry leaders.

Natural Investments --
Natural Investments launched a Fossil-Fuel-Free Portfolio in January 2013, which also excludes tobacco, alcohol, military contractors, firearms, gambling, and nuclear power, while specifically including clean technology and renewable energy.

Progressive Asset Management, Inc.
Since 1987 PAM Inc has been providing social screening to members of the PAM Group, the socially responsible division of Financial West Group.  Advisors in the PAM Group can create a fossil free portfolio utilizing stocks, bonds, mutual funds and ETFs to meet the needs of any client.

Quantum Financial Planning, LLC --  
Providing hourly, fee-only financial planning since 2005.  We can assist investors interested in fossil-free investing using methodology based on the book “Low Fee Socially Responsible Investing, Investing in Your Worldview on your Terms,” published by Tom Nowak in 2012.

SRI Wealth Management Group of RBC Wealth Management
The SRI Wealth Management Group of RBC Wealth Management provides customized investment solutions that help clients achieve financial and value-based objectives. With $1.3 billion AUM, SRI Wealth Management Group works with investors to implement client-specific Environmental, Social, Governance and Impact preferences throughout their asset allocation. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Trillium Asset Management.
Trillium has three decades of experience managing institutional investment portfolios for numerous organizations. We help institutional investors integrate their mission-related values with their investment portfolios, combining impact with performance. In addition to providing quality investment management, Trillium provides investment advisory services for institutions including assistance with developing and monitoring investment policy statements, educating and presenting to investment committees, and working with third party consultants to create comprehensive sustainable and responsible investment portfolio solutions.


by Barnhill, David L last modified Jun 17, 2014 01:45 PM
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