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Home / Business / Investing / Socially Responsible / Advisers, Fee Only
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Web Sites
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- Clean Yield Group - Founded in 1984, C Y is a Vermont SEC-registered asset management firm working exclusively with social investors.
www.cleanyield.com
- Eco-Logical Investment Services - Financial planning and advice about socially responsible companies by these independently owned investment advisers with offices in Brisbane, Queensland and Sydney, New South Wales.
www.ecoinvest.com.au
- Ethical Investment - One of a growing number of individually tailored money managers, this outfit assesses SR issues of families and trusts and manages accordingly while minimizing taxes. Site covers ethical consumer issues and links to activists
www.weidnerinvest.com
- FinArc, LLC - Private account management for organizations and high net worth individuals, are offered ethical screening on their investments.
www.finarc.com
- M. Allison Beezer, CFA - Advises and manages diversified investment portfolio's with specialties in socially responsible investing. Seattle based.
www.beezer.net/sys-tmpl/door
- Madeline Moore Financial Planner and Investment Manager - Assistance with identifying investments consistent with social values and avoiding those which are not. Based in Oregon.
www.madelinemoore.com
- Prestige Financial Advisors - Christian financial planning firm using Biblically based investment advice. Wide range of services.
www.prestigeadvisors.com
- R.C. Brown Investment Management PLC - Institutional investment management company based in Bristol. Member of UK Social Investment Forum.
www.rcbim.co.uk
- Rocky Mountain Humane Investing - RMHI is a fee-only investment management firm catering to the investment needs of the humane and environmentally oriented investor.
www.greeninvestment.com
- Thompson, Spratley & Johnson - Advisers to professionals, individuals and entrepreneurs using Christian, biblical principles to provide sound financial advice.
www.gotsj.com
- Trillium Asset Management Corporation - Committed exclusively to socially responsible investing, with innovation in shareholder activism, research, social screening, and community-based investing. Fee-based, custom portfolio management for individuals and institutions.
www.trilliuminvest.com
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