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.

Certified B Corporation

Certified B Corporation

We’re proud to be a Certified B Corporation.

Certified B Corporations meet higher standards of social and environmental performance, transparency, and accountability. Unlike traditional corporations, Certified B Corporations are legally required to consider the impact of their decisions not only on their shareholders, but also on their stakeholders (e.g., workers, suppliers, community, consumers, and the environment).

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
1510 Walnut St, Suite E
Berkeley, CA 94709