First Affirmative Financial Network, based in Colorado Springs, CO, offers the Values-Aligned Direct Index Solution (VADIS) in collaboration with YourStake and Orion Advisor Technology. This innovative platform provides investors with a data-driven ESG investment approach, featuring customization, transparency, tax-loss harvesting, benchmark flexibility, and active advocacy through proxy voting programs.
With a focus on values-aligned investing, First Affirmative empowers clients to make impactful financial decisions that align with their worldview. Through rigorous screening processes and active engagement in corporate actions, the company aims to not only deliver competitive returns but also advocate for a better planet on behalf of its clients.
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