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

Uncle Sam is Coming Knocking: Year End Tax Tips for 2015

Uncle Sam will soon have his hand out. Year-end is a great time to give your portfolio a checkup. Consider these tax-smart strategies to help boost your after-tax returns.   […]

Sustainvest 3rd Quarter 2015 Newsletter “Interest rates unchanged since MySpace had more users than Facebook…”

The last time the Fed raised interest rates in June 2006, Facebook had one-tenth the users of Myspace and James Blunt’s You’re Beautiful was at the top of the song […]

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, […]

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