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

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 […]

2017: A New Era, What the DAF? and How We Are Trying to Stop K-Cups at Dunkin Donuts

In a year when virtual reality was all the craze sending people searching  for Pokémon “things”, actual reality became quite the surprise as Americans watched the results of the Presidential […]

Sustainvest Annual Naughty and Nice List 2016

With the close of 2016 approaching, it’s that time again where we can sit back and think about what an “interesting” year it has been. In fact, just the news […]

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