Skip to main content

  •  Tel: 541.687.7678
  •  stephen@malleryfinancial.com
  • Schedule an in-person meeting
  • Schedule a phone call
  •  

In-person meetings currently not available. Please schedule a telephone appointment.
  • Home
  • About
    • From Our Perspective
    • Stephen Mallery Bio
    • Fiduciary Standard of Care
    • Business Model & Compensation
    • Nuts & Bolts
  • Services
    • Financial Planning
    • Investment Services
    • Fiduciary Insurance Consulting
    • Tax Services
    • Trust Services
    • Philanthropy
    • Services to Non-Profits
  • Technology
    • Personal Financial Website
    • Investment Research
    • Performance Reporting
    • Client Communication
    • Not Everyone Is Tech-Savvy
  • Blog, Tools, & Resources
    • Blog
    • Free Risk Tolerance Test
    • Video Library
    • Calculator Library
  • Client Login
  • Contact

Step up to the Next Level

and see what's possible

The Steps Are Easy

when you have the right guide

The Path Forward 

leads through a clearing, to clarity

Pursue Your Goal

with planning, execution, and support

  Previous   Next

    You are here

  1. Home
  2. First Affirmative

First Affirmative

Sustainable Investing: 30% of Global Managed Assets

Submitted by Mallery Financial on June 8th, 2015

By James Griffitts, Contributor at First Affirmative Financial Network

Tags:
  • First Affirmative
  • Socially Responsible Investing (SRI)
  • Read more

First Affirmative Quarterly Communication -- April 2015

Submitted by Mallery Financial on May 27th, 2015

First Affirmative released its quarterly newsletter and commentaries in April, for the period ending 31 March 2015.

Tags:
  • First Affirmative
  • impact investing
  • Socially Responsible Investing (SRI)
  • values
  • Read more

Schedule a meeting

Tell a friend

4172 Kildare St,
Eugene, OR  97404 United States

  •  Tel: 541.687.7678
  •  Fax: 541.225.5508
  •  stephen@malleryfinancial.com
  •  
  •  
  •  

Securities and advisory services offered through KMS Financial Services, Inc., member FINRA/SIPC and an SEC Registered Investment Advisor. Mallery Financial and KMS are separate and unaffiliated. Mallery Financial is not a registered investment advisor or broker-dealer.

We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: KMS California Privacy Notice.

Check the background of this investment professional on FINRA's BrokerCheck.

© 2020 Mallery Financial. All rights reserved.

Website Design For Financial Services Professionals