Why Sustainvest

Investment Management

Provides portfolio management services to sustainably minded investors. Brings unparalleled experience managing portfolios for clients who seek honest management of their assets. Integrates ESG methodology eliminating the sacrifice of client values with their nest egg contributing to more competitive long-term success.

Sustainable Investing

Every client rests well knowing that their assets follow a sustainable and responsible (SRI) discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact. Screens may include environmental/workplace practices, community impact, and corporate governance.


Work with clients to establish and maintain a solid balance whether it’s long term growth or income generation reflecting the client’s objectives. Individually monitor portfolios taking into account personal goals including IRA/401k rollovers, managing inheritances and trusts, non-profit/institutional asset management, retirement planning. Independent and fee-only.

Do You Want to Align Your Investments
with Your Values?

Privacy by SafeUnsubscribe

SRI Explained

Latest news

For Petaluma Investment Adviser, Going Green is for Environment as Well as Portfolio

ARTICLE BY BILL SWINDELL  @ THE PRESS DEMOCRAT | May 21, 2017 Dale Wannen isn’t your typical investment adviser: His goal is to get his clients to see green both […]

I Don’t Like K-Cups. So I Did Something About It.

When one thinks of shareholder activism, the image of Carl Icahn and his ability to take over companies with his billions of dollars comes to mind.  But on the other […]

Sustainvest Invited to Speak at Sustainable Enterprise Conference 2017

Upcoming Sustainable Enterprise Conference, in it’s 12th year, has been an annual go to gathering for sustainably-minded folk in the North Bay.  Sustainvest founder, Dale Wannen, is privileged to have […]

See all our news