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  1. 1. Socially Responsible Investment Services in Oregon and Washington Ranked by dollars invested in SRI Rank Rank Company Name and Contact Description of Services Total money % Socially 2005 2004 info managed Responsibl e Investing (SRI) 1 1 Progressive Investment Specializes in socially responsible $230,800,603 100% Management (last year: investment management for & Portfolio 21 $170,000,000) individuals, foundations, 721 NW Ninth Ave., Ste. 250 endowments, and pension plans Portland, OR 97209 throughout the U.S. Emphasizes 503-224-7828 long-term planning, asset 877-211-0034 allocation, and diversification. June Miller - Client Service Conducts ongoing research to find Manager companies whose superior ethics www.ProgressiveInvestment.com and management practices translate into sound financial returns. Manages Portfolio 21, a no load global mutual fund investing in companies that have incorporated environmental sustainability into their business strategies. 2 2 John Adams $120,000,000 95% Offers ethical and environmental William L. Donnelly screening for individually tailored The Donnelly-Adams Group portfolios. Screens include, but are 601 Union St., Ste. 3400 not limited to, nuclear power Seattle, WA 98101 producers, excessive polluters, 206-628-4853 manufacturers of parts used in the www.ssbfcs.com/thedonnellygroup production of weapons of mass ssb destruction, excessive executive compensation, tobacco, gambling, executive gross negligence or unethical conduct, and use of foreign slave labor. 3 3 Shelly McFarland $94,000,000 65% Serving Socially Responsible RBC Dain Rauscher Investors since 5335 SW Meadows Road Suite 1980. Individualize financial 400 needs of each client with their Lake Oswego, Or 97035 desired social criterion. Full- 503 670-6562 service broker working in the areas of stocks, bonds, mutual funds, and insurance alternatives. 4 4 Ed Winslow $75,000,000 80% Investment consultant for PM Investments individuals and institutions. P.O. Box 66 Founders of First American Jacksonville, OR 97530 Financial Co-op and First
  2. 2. 541-245-9006 Affirmative Financial Network. 800-728-7072 Experience as a CPA, CFP, CLU, www.protectmoney.com and CHFC. No stocks or mutual funds. 5 5 Jessica N. Greenway Services include portfolio $60,000,000 85-90% 605 1st Ave., Ste. 505 assessment, investment advice and Seattle, WA 98104 management, stock and mutual 206-292-2103 fund analysis and research, and comprehensive financial planning. Works with clients to help them identify specific financial and social objectives, and develops an investment strategy designed to match their goals, social criteria, and tax situation. 6 6 Light Green Advisors Specializes in constructing $56,000,000 100%** 2940 Westlake Avenue North, Ste. diversified portfolios of large-cap (last year: 300 environmental leaders. Employs a $50,000,000) Seattle, WA, 98109 quantitative process for identifying 206-547-8645 demonstrable environmental www.lightgreen.com leaders within every economic sector. Portfolios are composed solely of S&P500 companies over $1 billion. 7 7 Troy Horton $30,000,000 100% A full-service broker working in Walnut Street Securities, Inc. stocks, mutual funds, bonds, and 71273 Northshore Dr. retirement planning. Investments Birkenfeld, OR 97016 evaluated on criteria including: 888-435-8173 tobacco, environment, weapons, animal rights, sweatshops, indigenous people's rights, and others. 8 8 Carrie Marson $24,000,000 100% Offers planning and investment Walnut Street Securities, Inc. strategies that reflect social and Broker/Dealer ethical concerns. Specializing in 2975 NE Rock Chuck Dr. mutual funds that value human Bend, OR 97701 rights, worker health and safety, 800-248-1173 environment, community carrie@oregonvos.net investment, and corporate citizenship. 9 8 Karen Sloss Develops and implements $40,000,000 50% 103 E. Holly, Ste. 412 personalized strategic plans, Bellingham, WA 98225 including retirement and estate 360-734-2041 planning, as well as investment management. Investment screening is tailored to individual preferences. 10 * Bruce Herbert Fee-based specialists in $16,000,000* 100% Newground Social Investment shareholder activism and SRI 1326 N. 76th St., Ste. 100 money management. Services Seattle, WA 98103 include: money management, 206-522-1944 portfolio guidelines, shareholder info@newground.net
  3. 3. www.newground.net advocacy, and proxy voting. 11 8 John Hess-Yoder Focuses on helping socially $25,000,000 60% Retirement Security, Inc. responsible investors match their 8665 SW Citizens Dr., Ste. 102 investments with their beliefs. Wilsonville, OR 97070 Specializes in 401(k) and other 503-682-0303 retirement plans, including IRA www.mmapartners.org/northwest and pension rollovers. 12 11 Celia Mueller Offers financial, retirement, life $14,000,000 98% Celia Mueller, CFP insurance, estate planning, and SRI 2350 Willamette Falls Dr., Ste. 14 management. Helps clients meet West Linn, OR 97068 their financial goals while 503-656-1644 promoting peace, justice, www.CeliaMueller.com responsible business management, and environmental stewardship. 13 -- Jonathan Brandt Personalized financial plans and $20,000,000 50% Journey Tree Financial Planning & investment strategies reflecting Investments your dreams, respecting your 401 East 10th Ave., Ste. 530 values, and moving towards your Eugene, OR 97401 goals. 800-567-7909 Fax: 541-485-0900 jonathan@journeytree.com http://www.journeytree.com 15 Frederick Goodman Consultation, analysis, and $30,000,000 17% BAYPORT Financial Advisors financial product alternatives for 26 Harbor Mall socially and environmentally Bellingham, WA 98225 concerned individuals, businesses, 360-756-0043 and nonprofits. Retirement, Fax: (360) 756-6464 education, charitable, and special needs planning. Free initial consultation. 16 * Phil Richman Offers investment counseling for $10,000,000 50% A.G. Edwards & Sons, Inc. environmentally and socially 10260 SW Greenburg Road, Ste. conscious investors. Portfolio 1050 reviews and management, Portland, OR 97223 retirement planning, estate 1-800-967-6757 planning and college savings www.agedwards.com/fc/philip.rich planning. man 17 -- Suzanne Johannsen Focuses on retirement. Works with $18,000,000 20% American Express Financial clients to structure strategies and Advisor options to help them reach their 35 NW Hawthorne, Suite 2 retirement goals. Bend, OR 97701 541-389-0889 x 208 18 13 Nancy E. Gallagher Offers tax, investment, and $2,500,000 80% Gallagher Financial Services, financial planning for individuals Inc. and small businesses. Takes an 132 E. Broadway Ste. 747 SRI approach to a broad range of Eugene, OR 97401 financial concerns. Screening 541-349-1969 tailored to individual preferences.
  4. 4. Coordinated tax and investment perspectives. 19 14 Madeline Moore Assists clients in breaking down $2,000,000*** 100% 1020 SW Taylor, #770 the mystique of dealing with Portland, OR 97205 finances. Emphasis on ethical 800-893-8499 investing for clients who want to 503-223-4480 screen investments to be www.madelinemoore.com compatible with their values. 20 -- Winnie Wong $1,000,000 100% Specializes in socially responsible KMS Financial Services, Inc. investing and college financing. 200 W. Mercer St. Ste. 507 Financial planning. Candidate for Seattle, WA 98119 CFP® certification. CEBS. 206-216-7288 winnie.wong@pugetplans.com *Using sub-advisers, can manage accounts of any size. **EcoPerformance portfolio, Environmentally Sustainable funds, such as Global Eco Index, S&P500 based Eco*Index ***Works on an hourly basis, not indicative of the services available. SOURCES: Respective company contacts and the Social Investment Forum RESEARCHER: Cedric Justice