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    KLD's Portfolio Advisor's Screening Service (KLD PASS) is a new portfolio management tool that enables financial advisors to apply social and environmental criteria to their clients' investment portfolios quickly and easily.

  • IWF Advisor
    IWF Advisor is an online solution from IdealsWork Financial that helps you find investments your clients can believe in. This powerful application helps you create customized profiles for each client and deliver advice that aligns both their social and financial values.
    Try it out with a 10 day FREE TRIAL..

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  • Are you interested in becoming part of a network of investment professionals that supports its members businesses serving social investors? If so, contact the below organizations for more information:

    First Affirmative Financial Network
    "Integrating Money and Values for Clients Nationwide since 1988"
    1040 South 8th Street
    Suite 100
    Colorado Springs, CO 80906

    Progressive Asset Management
    "A nationwide network with a neighborhood focus, offering a complete range of investment products and services since 1987"
    1010 Oak Grove Road
    Concord, CA 94518

    Portfolio Resources Advisor Group Catch the Wave
    The Laverty Group
    800 Brickell Ave suite 903
    Miami, FL 33131
    800 598-5075
    866-434-0569 (Fax)

    "Knowledgeable advisors offering access to the leading managers who have caught the wave of the new economy."


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