Effective Assets is a socially responsible impact investing firm based in Berkeley, CA, with a 30-year legacy in sustainable financial planning and advisory services. They specialize in creating individually tailored investment portfolios and financial plans for individuals, families, non-profits, and social enterprises, aiming to support a more progressive and sustainable future for the planet and its people.
Founded in Berkeley, CA, Effective Assets has always considered socially responsible and impact investing as a natural extension of their commitment to environmental causes and human rights activism. They offer consulting services and strive to provide reliable and accurate information to their clients, ensuring that all investment decisions are made with careful consideration and in accordance with jurisdiction requirements.
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