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.

Services/Fees

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

Algae and SEPs and Tesla, Oh My…Sustainvest’s Q1 Newsletter…

Sustainvest Asset Management 1st Quarter 2016 Newsletter.  Enjoy… Sustainvest 1stQ 2016 Newsletter (1) (1)  

Panel Discussion on Divestment

Panel Discussion and Reception: Sustainable and Responsible Investing When: Thursday, April 21st 5:30-7:00 Where: 822 5th Street, Santa Rosa Many of us have made the decision to live a more […]

Sustainvest 4th Quarter 2015 Newsletter…”Au Toilette and Donuts…”

What do toilets and donuts have to do with each other? Sustainvest recently introduced a resolution that addresses the current drought situation and the fast growing donut chain. Dunkin Brands […]

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