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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. (“Effective Assets”) is a registered investment adviser with the Securities and Exchange Commission.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Effective Assets in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Effective Assets, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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