Welcome to Effective Assets


Specializing in Socially Responsible Investing (SRI) for over 23 years, Effective Assets provides goal-oriented, fee-based financial planning to individuals, families and business owners. Our services include SRI portfolio management, values-based retirement and estate planning, and helping non-profits align their investments with their mission. At Effective Assets we assist our clients in using their investments to create a more prosperous and sustainable future for themselves, their families and the world.

What is Socially Responsible Investing (SRI)?

July 1, 2010 Leave a comment

Every time you invest, your money is doing two things:

It is working for you financially.

It is capitalizing the corporations that are creating your future in which you, your children and your grandchildren will be spending your investments.

There is no avoiding this fact: all investments are doing both all the time.

Socially Responsible Investing is the process of taking responsibility for both effects of investing.

Socially Responsible Investing has many names: SRI, Sustainable Investing, Green Investing, Environmental/Social/Governance Investing (ESG), Socially Conscious Investing, Socially Responsive Investing, Values Investing, Mission-Based Investing and Religious Investing.

All of them mean investing to change the world, to make the future a better place.

If we invest in companies that pollute, then we are more likely to have a polluted future and our children may end up breathing through filters and wearing lead helmets. If we invest in companies that pay women seventy cents on the dollar our daughters and nieces will need to inherit thirty percent more from us to make up the difference.

Our goal is to provide you with the best available socially responsible investment services. We are committed to assisting individuals, families, groups, foundations, unions and progressive businesses in preparing for their financial security and prosperity while supporting a progressive, just sustainable and peaceful society. If we provide capital to weapons manufacturers, we perpetuate an economic justification for war.

If we capitalize pollution and abuse, how much will the cleanup cost our children?

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