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 …

Shareholder Activism Update

Rejected by Apple and SEC! Months ago, we submitted a proposal to Apple Inc. and have been speaking with their lead attorney. …

ARTICLE BY BILL SWINDELL  @ THE PRESS DEMOCRAT | May 21, 2017 Dale Wannen isn’t your typical investment adviser: His goal is …

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