Sustainable World Financial Advisors

Serious financial planning for conscientious people.

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What We Do

Investing
for a
sustainable future.

Socially responsible investing, or SRI, allows you to build a positive financial future for yourself, within the context of a better world in which to live. Through meaningful investment in companies that share your commitments to equality, justice, environmental protections and more, you can do well for yourself while doing good for all of us.

SCREENED INVESTMENTS

Ken Jacobs and Renee Morgan, through First Affirmative, help you screen your investments to exclude industries and companies whose fundamental purpose or policies are contrary to the public good, and work to include companies that have a positive impact.

SHAREHOLDER ADVOCACY

SRI investors engage in dialogue with companies and file and vote on proxy resolutions to encourage more responsible corporate behavior.

IMPACT INVESTING

Sustainable, Responsible, Impact investing enables investors to align their personal values and social priorities with their financial goals, without compromising their finances.

COMMUNITY INVESTMENT

Community investing directs capital to people and businesses in low-income communities who have difficulty accessing it through conventional channels.

FROM THE BLOG

Insights on our economy and our shared future.

Contradictions

I have been guilty of a bit of a “deer in the headlights” attitude since the election.  This is my first blog since, and I don’t pretend to have insights beyond what others have offered.  But my colleagues and I have been busy keeping up the good fight.  Rather than...

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Guest Blog – Inspecting the Palm Oil Supply Chain

I’ve blogged before about the hard work we and our partners do to influence the behavior of the companies we own.  No company is perfect, but they do listen (some better than others) to their shareholders concerns.  One of our strongest allies in such advocacy is...

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Golden Office

1822 Arapahoe Street
Golden, CO 80401
Phone: (303) 278-3886
Toll Free: (888) 378-3886

Lafayette Office

4845 Pearl East Circle, Suite 101
Boulder, CO 80301

Denver Office

1624 Market Street, Suite 202
Denver CO 80202

Contact Us

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Ken Jacobs CFP®, AIF®, CLU and Renee Morgan are investment advisor representatives of First Affirmative Financial Network (“First Affirmative”). Ken and Renee own an entity called Sustainable World Financial Advisors (SWFA) which is not affiliated with First Affirmative nor is it a registered entity. SWFA does not offer investment services, those services are offered by First Affirmative which is a Registered Investment Advisor (SEC File #801-56587). SWFA is a “doing business as” (DBA) name for use in its operations and should not be considered a registered entity offering investment services. The credentials CFP® & AIF® listed above bear trademarks. FAFN-Logo-(1)
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