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?

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SRI Explained

Latest news

Sustainvest 2nd Quarter 2015 Newsletter

The California poppies are in full bloom and that 101 rush hour traffic seems to have slowed slightly which means one thing–summer is upon us! As the warmer months progress, […]

Are Your Investment Advisor’s Fees Going to Coal Mining?

If you currently have an account with one of the large brokerage firms out there like Morgan Stanley or Chase, you may  think, “oh well my small amount of assets […]

No Longer About Feeling Good

In the world of Sustainable and Responsible Investing or SRI, acronyms get thrown around quite a bit. When it comes to investing in companies that are addressing sustainability, the process […]

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