Helping Clients Attain Financial Growth With Environmental and Social Impact

Your Investments. Your Planet. Your Choice.

Why SustainVest

Investment Management

Provides portfolio management and financial planning services to sustainable minded investors. Brings unparalleled experience for clients who seek honest management of their assets. Creates customized portfolio construction with regular performance, allocation and sustainability reviews.

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.

Services/Fees

Independent registered investment advisor (RIA) providing conflict-free advice designed for each client’s personal financial path. Our fees are based on assets under management (not commissions) and include comprehensive investment management and financial planning with lower than industry norm pricing. There is no minimum charge to become a client.

SRI Explained

Dale Talks SRI

Do You Want to Invest More Sustainably? Contact Us for a Complimentary Consultation.

Latest News

bernie madoff statement

Is Your Advisor the Next Bernie Madoff?

In this 1 minute video below, Sustainvest’s founder Dale Wannen wanted to clarify what it is to be an independent investment advisor versus a non-indy.  Lets start with old Bernie…

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