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Resolution 2014: To Healthy-Up My Investment Portfolio

As we enter 2014, many of us are now pondering a new year’s resolution.  Some of us may improve our diets by eating more of that organic rainbow chard or scrumptious kale while others may consider getting up a little earlier to sweat it out at that 6:00am bootcamp or crossfit class.  One resolution that […]

Sustainvest 3rd Quarter Newsletter!

The 3rd quarter has quickly passed and soon enough, us Northern Californians will be able to bask in the heat of another few months of summer. It seems as if the market wants to hold on to its own pleasant weather as the equity markets continue their move in positive territory.  This 3rd quarter saw

How to File a Shareholder Resolution All By Yourself!

I will be giving an informal chat on How to be an Activist Shareholder this Thursday the 25th at Lydia’s Sunflower Center at 6:30pm.  If you’re interested in learning about socially and environmentally conscious investing and what a “shareholder proposal” is and the history behind them and how to file one yourself then stop on

Quarterly Newsletter!

2nd quarter 2013 The Economy With temperatures unfamiliarly hitting 100 degrees here in Northern California to end the quarter, it’s safe to say that the weather is a bit hotter than the past few week’s market performance. That being said, this year’s performance is nothing to sneeze at. The close of this quarter marks the

What Does SRI Really Mean?

What does it mean to be a “socially and environmentally conscious investor”?  This phrase, along with “sustainable and responsible investor” or SRI is being heard from boardrooms to bedrooms and the true meaning of it continues to be misunderstood.  Does it mean that I have to put all my money into some “impact” private equity

Welcome to the Sustainvest Blog!

Hello Sustainvesters.  Welcome to the blog of Sustainvest Asset Management, LLC.  We will keep this first post short and sweet.  We look forward to being able to make this blog part of your readings when it comes to the world of sustainable and responsible investing.  We will bring a delightful mix of information whether it be on