Effective Assets

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1510 Walnut St Ste E
Berkeley, CA 94709

Effective Assets, based in Berkeley, CA, has a 30-year legacy in socially responsible and impact investing, offering tailored financial planning and advisory services for individuals, families, non-profits, and mission-driven businesses. Their commitment to creating a sustainable future aligns with a long-standing dedication to environmental causes and human rights activism.

The firm specializes in developing socially responsible investment portfolios and consulting services that empower clients to leverage their investments for positive societal impact. With a focus on progressive solutions, Effective Assets aims to support those looking to use their financial resources to foster change for the planet and its people.

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Reviews

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1.01 reviews
jacquie P.
3/24/2025

i don't recommend this company. We have tried to recover our \investment with 'Trilinc Global' but have had to say goodby to the 40,000 that lies in the account...we don' t hear back from Thuan or...

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