Our approach to portfolio management integrates personal values or institutional mission into an investment strategy tailored to each investor’s situation. Whether one calls it values-based, green, sustainable, or socially responsible investing (SRI), we work with money as a transformative force toward economic and environmentally sustainability.

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First Affirmative Financial Network

George Gay

This department focuses on managing client accounts and ensuring high levels of customer satisfaction through dedicated support and service.

Account Services

This department provides personalized investment advice and guidance to clients, focusing on wealth management and financial planning.

Investment Advisory Services

This department provides strategic direction and oversight for the organization.

First Affirmative Financial Network

Org chart

Teams

Account Services

Investment Advisory Services

Executive Leadership

Offices

First Affirmative Financial Network

Org chart

Teams

Account Services

Investment Advisory Services

Executive Leadership

Offices

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