BNET Industries
Last Fiscal Year Sales:$15.6M
- Private
- US
Dow Jones Description
Citizens Funds has been a leader in serving the socially responsible needs of retail investors and institutional clients since 1982. We were established with a unique approach to investment management that stems from the belief that good corporate citizenship enhances company performance. And for the past two decades, Citizens has focused on investing in companies that are fundamentally strong and socially responsible to meet the financial goals of our shareholders. Citizens' unique approach to managing money is guided by a well-defined, long-term strategy that includes investing in exceptional staff that includes fund managers with proven experience, state of the art technology, and unprecedented shareholder services. In addition, every security in our portfolio is subject to Citizens' proprietary research, which examines all factors fundamental and social that we believe affect a company's performance over time. We believe our unique approach can meet the ever-changing needs of our shareholders now and into the future. Today, Citizens Funds offers 8 no-load mutual funds, each with a unique strategy seeking to maximize its individual goal. In addition to our family of socially responsible funds, we offer a wide variety of investment choices, as well as retirement products.
Director
Joanne DowdellNumber of Employees 35
Contact Information
230 Commerce Way
Portsmouth, New Hampshire 03801
(603) 436-5152
Peer Companies
NAICS Code Trust, Fiduciary, and Custody Activities: 523991
News & Analysis
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citizens advisers inc. - All News and Analysis
Sentinel Investments and Citizens Advisers Reach Acquisition Agreement
Vermont firm adds Socially Responsible mutual funds to product line MONTPELIER, Vt. & PORTSMOUTH, N.H. -- Sentinel Investments, the investment management arm of Vermont-based National Life Group, and Citizens Advisers, Inc., ("Citizens") the investment advisor to Citizens Funds, today announced that they have reached an agreement for Sentinel to...
Despite Growing Interest in Socially Responsible Mutual Funds, New Citizens Advisers Survey Shows Registered Investment Advisors Lag behind Times
PORTSMOUTH, N.H. -- Citizens Advisers, the investment manager to Citizens Funds, today released the results of a new survey conducted during the first quarter of this year with readers of Registered Rep magazine. With overall consumer interest in socially responsible investing SRI on the rise, the survey found that registered...
Citizens Advisers Takes Steps to Support Sudan Divestiture
BOSTON -- Citizens Advisers, the investment manager to Citizens Funds, today announced that it has called on companies within its portfolios to divest of business activities in Sudan. Citizens is the first mutual fund management firm to call for divestment from portfolio companies. Citizens is joining the growing group of...
Citizens Advisers VP Named to Board of Social Investment Forum
BOSTON -- Citizens Advisers, Inc., the investment adviser to Citizens Funds, today announced that Joanne Dowdell, Vice President of Corporate Responsibility and Social Research has been appointed to the board of the Social Investment Forum. The Social Investment Forum is the only national non-profit membership organization dedicated to promoting...
Citizens Advisers' Releases Research Examining EU Rules for the Cosmetics Industry: What They Mean for U.S. Companies, Consumers and Shareholders?
PORTSMOUTH, N.H. -- Today, Citizens Advisers, Inc., announced the release of research examining the European Union EU legislation and existing U.S. regulations for the cosmetic industry, and what these mean for companies, consumers and shareholders. In 2003 the EU adopted a directive, which bans the use of substances identified as...
Citizens Advisers Adds Talent to Growth Strategy
PORTSMOUTH, N.H. -- Socially responsible investment management firm names Jonathan White, CFA, head of newly formed growth team and welcomes J. Michael Gallipo, CFA, to small- and mid-cap portfolios Citizens Advisers, Inc., investment adviser to Citizens Funds, today announced Jon White will head the firm's newly formed growth...
Citizens Advisers Promotes Sean Driscoll to Executive Vice President - Move Furthers Asset Manager's Growth Strategy
PORTSMOUTH, N.H. -- Sean Driscoll has been promoted to executive vice president of Citizens Advisers, an institutional asset manager and investment adviser to the Citizens family of mutual funds. "Sean Driscoll is an experienced and talented financial services executive. In his new role he will lead several high growth...
New Global Toxics Rules in Store for Consumer Electronics; Citizens Advisers' Study Examines Whether Industry is Ready
PORTSMOUTH, N.H. -- New European Union directives require the complete phase-out by 2006 of several toxic chemicals commonly used in the electronics industry. Citizens Advisers, a socially responsible investment manager, initiated a study earlier this year of electronic components manufacturers to evaluate the state of their preparedness to address the...
Citizens Advisers Releases Top Ten Corporate Citizens List
PORTSMOUTH, N.H. -- Socially responsible investing firm names environmentally progressive companies Today Citizens Advisers announced this year's Top Ten Corporate Citizens in Environmental Stewardship. The list is drawn from the Citizens Index, a broad-based index of 300 companies that have passed multiple screens for financial strength and corporate responsibility....
Citizens Advisers Encouraged by Cintas' Plans to Disclose Information on Overseas Workplace Standards
PORTSMOUTH, N.H. -- Socially Responsible Investment Firm Renews Call for Company to Drop Its Defamation Lawsuit Against Shareholder Advocate Today Citizens Advisers expressed support for Cintas Corporation's decision to endorse a shareholder resolution regarding workplace standards. The proposal calls for the company to report on how well its overseas...
Decision Makers
| Name (plus bio) | Position |
|---|---|
| Joanne Dowdell | Director |
| Organization | Position | Status |
|---|---|---|
| Citizens Advisers Inc. | Director | Current |
| Citizens Advisers Inc. | Director | Former |
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