You’ve been notified Swell Investing is closing, here’s what you can do. As of August 30th, Swell Investing is closing down and …

Socking Away the Right Amount in your 401k?

Life moves by quickly and saving for the “golden” years sometimes gets pushed aside. As summer approaches and you sit on that …

Stop by shared workspace Work Petaluma this Friday!  As tales of weather catastrophes are splattered across our news daily, one has to …

Sitting on That Concentrated Stock Position?

Sitting on that concentrated stock position? Here at Sustainvest, we occasionally come across clients who are sitting on a large holding of …

If half of the world population consists of women, one would think that having this demographic being represented on a company’s board …

Inherited IRAs: What to do with Them?

As investors working for companies, one may be entitled to invest into a 401k or 403b plan.  Welcome to the club.  You …

Sustainvest

Sustainvest Asset Management is an investment advisor based in Jersey shore town of Linwood, NJ. The firm is focused on sustainable and responsible investing helping clients align their values with their portfolio.  The firm was founded in 2013.  

Connect With Us

Locations

199 New Road, Central Square, Suite 42B Linwood, NJ 08221

Phone

(707) 766-9480
(609) 904-6028

Email

info@sustainvest.com