Effective Assets Overview

  • Service
  • Limited Partner Consultant
  • Founded
  • 1988
Founded

Effective Assets General Information

Description

Effective Assets is an investment advisory firm based in Berkeley, California. Established in 1988, the firm seeks for socially responsible investments for families and individuals and mission-based investments for organizations. It provides three basic services including financial planning for families and individuals, portfolio management (SRI) and advice to fiduciaries of non-profits, labor unions, trusts and progressive businesses. It also seeks to advise the trustees of retirement plans and employers or owners who wish to establish retirement plans.

Contact Information

Year Founded
1988
Service Provider Type
LP Consultants
Primary Office
  • 1510 Walnut Street
  • Suite E
  • Berkeley, CA 94709
  • United States
+1 (510) 000-0000
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Effective Assets Team (2)

Name Title Deals Office Contact
Info
Lincoln Pain Co-Founder and Advisory Board Member Berkeley, CA
Justin Martello Principal Advisor Berkeley, CA
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