Investment Management

At Sustainvest Asset Management, we provide investment management services to individuals, foundations, and institutions. Our strategies reflect the conviction that investing to generate financial returns and environmental and social impact are not only compatible, but work in parallel with each other. Sustainvest strategies are designed to fit each client’s risk profile, timeline and financial goals.

The firm uses a top-down, bottom-up fundamental approach to portfolio management. Our top-down approach looks at emerging trends in the world to identify certain sectors of the economy that we believe will prosper in the coming years. The bottom-up approach looks at the financial health of individual companies in these sectors or industries to try and identify the leaders. Most clients are divested of fossil fuel positions and utilize both individual stock positions along with funds and ETFs.

Asset management services include monitoring and adjusting portfolio allocations and researching the selection of investments. It also includes buy and sell recommendations and rebalancing techniques that relate to current economic conditions. For most clients, investment services involve assisting clients on a discretionary basis to maintain an investment portfolio properly structured and diversified to meet clients’ needs and objectives whether growth, balanced or income-based.  All clients complete our Investor Profile Questionnaire which helps us better understand each unique risk profile and timeline of our client.