First Affirmative Financial Network LLC

First Affirmative Financial Network, LLC is a registered investment advisor with the SEC, offering sustainable investment solutions through its OPS Wrap Fee Program. The firm provides discretionary investment advisory services using proprietary and third-party model portfolios. The Wrap Fee covers investment management, trade execution, and custody services, with fees based on a tiered percentage of assets under management. Clients have access to Proprietary Models without additional fees, and there is no minimum account size. First Affirmative acts as a fiduciary, offering personalized investment advice aligned with clients' values. The firm's investment strategies focus on long-term, diversified approaches, excluding direct ownership of certain securities. Clients receive monthly account statements, trade confirmations, and quarterly performance reports. First Affirmative's Code of Ethics ensures ethical conduct, and the firm does not charge performance-based fees. The firm discloses potential conflicts of interest, including compensation to advisors and referral fees paid to solicitors. Clients have online account access and receive individualized advice tailored to their financial goals and risk tolerance.