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December 01, 2009 at 02:00 AM
“I was in SRI before I even became a financial advisor,” says Georgette Frazer. “My bachelor’s degree is in ecology and botany and as a child of the ’60s I grew up with an understanding of social issues and got connected with the idea of how my money decisions can make a difference in the world.”
Frazer is a “very independent” advisor and sole proprietor of her business, but is closely affiliated with Colorado-based First Affirmative Financial Network and operates under its corporate RIA.
She’s been an advisor for 24 years, 14 of those with First Affirmative, and says that probably 95% of her present clients have an SRI orientation. It wasn’t always that way, however. “For a long time I was myself an SRI investor, but I was not hanging out my shingle about it because I wasn’t convinced yet that I could financially do a fiduciary-level job for my clients. I could use myself as an experiment, but didn’t think I could do the same with my clients.”
