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Portland, Maine Head Office

80 Exchange Street, Suite 22 PO Box 15059


207 773-2333


Dan Porter
[email protected]

IWF Consulting Services

IW Financial’s consulting team brings a combination of environmental, social, and governance research expertise and investment industry experience to help clients evaluate and develop investment products and managed account solutions and services for socially responsible and faith-based investors.

IWF Corporate Practices Workstation

IWF Corporate Practices Workstation is a web-based platform that enables investment advisors to construct portfolios that are aligned with client guidelines or core values.The Corporate Practices Workstation combines objective research on corporate environmental and social practices with user-defined comparative ratings and screening capabilities to deliver actionable information to multiple departments within a firm.

ESG Workstation

IW Financial’s ESG Workstation is a web based platform that enables portfolio managers, analysts, and compliance professionals to flag or comparatively rate companies based on user-defined environmental, social and governance criteria and weightings.