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SRI in the Rockies' venues pass a rigorous screening process that includes sections on green building, sustainable operations and cultural sensitivity.  Potential sites must submit information on their significant environmental policies, labor and working conditions history, and any use of First Nations imagery, cultural or religious sites.

Advisor Partners, LLC Advisor Partners, a wholly owned subsidiary of Advisor Software, Inc., is an investment advisory firm currently managing in excess of $220 million. Established in 2001, Advisor Partners provides a broad range of sophisticated investment solutions and turnkey asset management programs to a select group of independent advisors and financial institutions. Back to Top

Appleseed Fund The Appleseed Fund (APPLX) is an all-cap, value-oriented, SRI mutual fund. The Appleseed Fund's managers seek to invest in out-of-favor, undervalued companies which also meet the Fund's social and environmental criteria. The Appleseed Fund's long-term goal is to generate returns which exceed that of the S&P 500. Back to Top

Avon Products Avon Products, Inc., founded in 1886 on the principle of corporate responsibility, is a leading global beauty company and the largest direct seller, offering economic opportunity to 6,200,000 Sales Representatives in over 100 countries while leading in the breast cancer and domestic violence causes and striving for continuous environmental improvement. Back to Top

Boston Common Asset Management, LLC Boston Common Asset Management is an employee-owned social investment firm serving individual and institutional investors, offering U.S. large cap equity, balanced portfolios, international and small cap products. Boston Common tailors portfolios to each client's social and financial goals, combining prudent investment management, diligent in-house social research, and path-breaking shareholder advocacy. 617.720.5557 Back to Top

Broadridge Financial Solutions Broadridge Financial Solutions Inc. is a global provider of shareholder communications. ProxyEdge is a web-based system that helps investors manage the proxy process: from tracking meetings, reconciling ballots, and voting, to reporting. ProxyDisclosure is a vote monitoring tool for investors who outsource voting to money managers or vote agents. Back to Top

BrownFlynn BrownFlynn is a corporate responsibility and sustainability consulting firm that advises companies on how to integrate responsible practices into business strategies and communicate these practices internally and externally for bottom-line impact. BrownFlynn Learning is the firm's education and training division and the first certified GRI training entity in the U.S. Back to Top

Campbell Soup Campbell Soup Company is the world's leading soup maker and a global manufacturer of foods of the highest quality. Our portfolio features market-leading icon brands such as: Campbell's, Pepperidge Farm, V8, Pace, Prego, Swanson and Arnott's. CSR and Sustainability are integrated into our business as one of seven core strategies. Back to Top

Community Capital Management, Inc. Founded in 1998, Community Capital Management (CCM) is a Registered Investment Advisor that actively manages community investment fixed income portfolios while seeking to provide investors with competitive returns. CCM's mutual fund for institutional and individual investors invests in high credit quality bonds that support community development activities. Back to Top

credit 360 credit360's web-based data system simplifies and enhances the management of social and environmental metrics - seamlessly aggregating data for analysis and providing responsive tools for sustainability reporting. Our clients include HSBC, RBS, ING, VanCity and Whistler. We are members of CERES and Business in the Community and GRI technology partners. Back to Top

Dow Jones Indexes Dow Jones Indexes is a leading global index provider. Dow Jones Sustainability Indexes measure the stock performance of leading sustainability-focused companies worldwide. Dow Jones Indexes is part of CME Group Index Services LLC, a joint venture company which is owned 90 percent by CME Group Inc. and 10 percent by Dow Jones & Company. Back to Top

Envestnet Asset Management Envestnet, one of the largest providers of wealth advisory solutions in the industry, delivers UMAs, SMAs, mutual funds, mutual fund solutions, ETFs, fixed income solutions, and sustainability solutions to financial advisors. Our investment offerings are supported by an integrated platform that delivers consolidated views, comprehensive reporting capabilities and more. Back to Top

Eventide Funds The Eventide Gilead Fund (ETGLX, ETAGX, ETCGX) seeks to sustain market outperformance by investing in primarily equity securities of companies that we believe demonstrate values and business practices that are ethical, sustainable and provide an attractive investment opportunity. Back to Top

Financial Advisor Magazine Financial Advisor magazine, is the country's leading publication for independent financial advisors. FA green, www.fa-mag.com/green, a Web site and quarterly print supplement, focuses on SRI. Please contact Diane Rogala, drogala@fa-mag.com, or Caren Paradise Kohl, cparadise@fa-mag.com, for print advertising sales or Karen Burke, kburke@fa-mag.com, for online sales. Back to Top

Financial Planning Magazine Since 1971, Financial Planning has been the leading publication serving the information needs of independent financial advisors. Reaching over 230,000* independent investment advisors each month, no other brand delivers the independent advisor market so effectively, offering advertisers unparalleled access to this targeted and powerful audience. *Source: Publisher's Own Data, August 2009 Back to Top

Folio Institutional Folio Institutional's brokerage platform offers advisors fully integrated, model-based trading and portfolio management to efficiently create and trade baskets of securities across multiple client groups utilizing tracking and rebalancing tools. Folio Institutional: Where Possibilities Become Practice. Visit www.folioadvisor.com or stop by our booth to learn more. Back to Top

ForestFinance Group The ForestFinance Group is engaged in ecological afforestation and provides sustainable forestry investments. ForestFinance has been cultivating native precious woods in Panama for more than fifteen years and recently started in Vietnam. The group offers a wide range of products around the ecological mixed forest. Back to Top

GAMCO Asset Management Gabelli Funds is the mutual fund subsidiary of GAMCO Asset Management, a publicly traded (GBL-NYSE) company, first founded in 1977. More specifically, GAMCO has been managing SRI portfolios since 1987. Today we offer a socially screened Green mutual fund, a Green investment partnership and multiple SRI separate account strategies. Back to Top

Green America Green America is the national nonprofit organization dedicated to harnessing economic power - the strength of consumers, investors, businesses, and the marketplace - to solve social and environmental problems. For over 25 years, we have used market-based strategies to create an economy that works for people and the planet. Back to Top

Green Century Funds Founded by nonprofit environmental organizations, the Green Century Funds are a family of no-load environmentally responsible mutual funds, consisting of the Green Century Balanced Fund and the Green Century Equity Fund. The Funds are committed to shareholder activism as a crucial component of responsible investing. Contact us at (800) 93-GREEN or www.greencentury.com. Back to Top

High Impact Investments® High Impact Investments® provides money management services to the pro-active advisory client. High Impact® seeks to meet the needs of these deep-green clients by investing in solar, wind, and healthy food companies while avoiding nuclear, ethanol, and Big Box retailers. Portfolio models are managed on the Envestnet and Foliofn platforms. Back to Top

Merck Today's Merck is working to help the world be well. Through our medicines, vaccines, biologic therapies, and consumer and animal products, we work with customers to deliver innovative health solutions while increasing access to health care through far-reaching programs that donate and deliver our products to the people who need them. Back to Top

MMA Praxis Engage your faith by seeking mutual funds that use positive screens, shareholder advocacy, and community development investing. Our stewardship investing philosophy means your investment decisions can walk hand-in-hand with your values, balancing both social and financial considerations. Back to Top

Morningstar Associates, LLC Morningstar Associates, LLC, a registered investment advisor and wholly owned subsidiary of Morningstar, Inc., is a premier provider of institutional investment consulting services and advises on nearly $52 billion in assets (as of June 30, 2010). It combines world-class resources and a rigorous investment approach to design innovative, customized solutions that best serve clients and investors. Back to Top

Neuberger Berman At Neuberger Berman, asset management has been our sole focus since our founding in 1939. Our clients include wealthy individuals and families as well as institutional investors, to whom we provide managed accounts, separate accounts, mutual funds and wealth management capabilities directly and through a range of intermediaries. Back to Top

Parnassus Investments Parnassus Investments seeks to invest in good businesses that have high returns on capital, above-average growth prospects, ethical business practices, and sustainable competitive advantages. Founded in 1984 and independently owned, we believe the most attractive opportunities for investments are when companies with good business fundamentals become temporarily undervalued due to market sentiment. Back to Top

Portfolio 21 Portfolio 21 is a global equity mutual fund investing in companies designing ecologically superior products, using renewable energy, and developing efficient production methods. Portfolio 21 companies seek to prosper in the 21st Century by recognizing environmental sustainability as a fundamental human challenge and a tremendous business opportunity. Institutional Shares available. Back to Top

Progressive Asset Management Progressive Asset Management (PAM) refers investors to financial consultants and investment brokers who are members of the PAM Network offering comprehensive SRI services for every portfolio size, including: access to all major investments and registered markets; socially responsible stocks, bonds, and mutual fund/no-load funds; social research and screening; community investments; and shareholder advocacy. Back to Top

PROXY Governance Inc. PROXY Governance - The Premier Strategic Partner for Proxy Services - provides proxy analysis, proxy voting and governance data services focused on enhancing long-term shareholder value. Our approach is independent and conflict-free. We couple our analysis with our entirely web-based platform - PROXY Advantage - the most convenient, advanced and reliable way to execute voting decisions. Back to Top

RBC Global Asset Management (US) RBC Global Asset Management (U.S.) Inc. is the investment advisor to its Access Capital Strategy. Access Capital offers geographically and economically targeted investments that support community development across the United States while striving to provide shareholders with competitive, risk-adjusted returns. Back to Top

RSF Social Finance RSF Social Finance is a non-profit financial services organization dedicated to transforming the way the world works with money. Since 1984, RSF has provided over $200 million in loans and over $90 million in grants to non-profit and for-profit social enterprises in the areas of Food & Agriculture, Education & the Arts, and Ecological Stewardship. Back to Top

SAP SAP is the world's leading provider of business software, offering applications and services that enable companies of all sizes and in all industries to become best-run businesses. SAP is committed to improving its own operations to become more sustainable and to delivering customer solutions to improve sustainability on a grand scale. Back to Top

Schwab Institutional Schwab Institutional is a leading provider of custodial, operational and trading support for independent fee-based investment advisors. For 20 years, Schwab Institutional has supported independent investment advisors by offering support and services to help grow their businesses and help their clients reach their financial goals. Back to Top

Sentinel Investments For 75 years, Sentinel Investments has offered the sound, prudently managed strategies that are the foundation of any portfolio. Focused teams, repeatable disciplines, and a commitment to sustainable performance--at Sentinel, these are the essential elements of investing. Back to Top

Shared Interest Shared Interest is an international community investment fund that enables U.S. individuals and institutions to participate in building South Africa's future. The non-profit organization guarantees South African bank loans to development finance institutions serving economically marginalized communities - creating micro-enterprises, affordable homes and benefiting more than 1 million black South Africans since 1994. Back to Top

SJF Ventures SJF Ventures is a venture capital fund focused on delivering superior financial returns through investments in high-growth, positive impact companies. With a ten-year successful track record, SJF provides strong expertise and networks in the cleantech, sustainability, and technology-enhanced services sectors. Back to Top

SKBA Capital Management SKBA offers disciplined value-oriented investment products designed to outperform benchmarks while maintaining appropriate risk levels. Our Socially Responsible Value (SRV) Strategy seeks to achieve long-term capital appreciation by investing in undervalued equity securities from within a socially screened universe. Back to Top

TIAA-CREF TIAA-CREF is one of the world's largest pension systems with more than $415 billion in assets under management as of December 31, 2009, and a leading national provider of financial services offering retirement plans, annuities (after-tax), mutual funds, IRAs, Keogh plans, insurance, and education savings. Back to Top

University Bank Minnesota's University Bank is the leader in improving our urban community and offers a Socially Responsible Deposit Fund (SRDF). The bank is a certified Community Development Financial Institution (CDFI) focusing on community development lending in low and moderate income communities. Learn about deposit opportunities on the Charles Schwab platform or by calling 651.259.2221. Back to Top

Walden Asset Management Walden Asset Management, a division of Boston Trust & Investment Company Management, is a leader in integrating ESG (environmental, social & governance) into investment and advocacy decisions. Since 1975, Walden has blended expertise in social screening with shareholder leverage to change ESG performance using small and large cap portfolios. Back to Top