Effective Assets

Effective Assets is an investment advisory firm based in Berkeley, California. Established in 1988, the firm seeks socially responsible investments for families and individuals and mission-based investments for organizations. The firm provides three basic services including financial planning for families and individuals, portfolio management (SRI), and advice to fiduciaries of non-profits, labor unions, trusts, and progressive businesses. The firm also seeks to advise the trustees of retirement plans and employers or owners who wish to establish retirement plans. The assets of the firm are managed by the executive management team.