Invest to Change the World

Sustainable. Responsible. Impactful.

With a 30-year legacy in socially responsible impact investing (SRI), financial planning, and advisory services, Effective Assets supports individuals and mission-based businesses looking to use their investments to create a more progressive, sustainable future for our planet and its people.

Our Story

From the time of our founding over thirty years ago in Berkeley, CA, we have considered socially responsible and impact investing a natural extension of our commitment to environmental causes and human rights activism.

Our Services

We provide individually tailored and socially responsible investment portfolios, financial plans, and consulting services for individuals, families, non-profits, and social enterprises.

Contact Us

To make an appointment for a consultation, or for more information on our services, please contact us via phone or email. We’d love to hear from you.

Effective Assets, Inc. is registered as an Investment Adviser with the U.S. Securities and Exchange Commission. Registration of an Investment Adviser does not imply any level of skill or training.

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