Sustainvest Premium

Our primary service is the Sustainvest Premium model which includes asset management and financial planning.  Asset management services include monitoring and adjusting portfolio allocations while maintaining an investment portfolio properly structured to meet each client’s needs and objectives whether growth or income-based.

As a trusted resource on impact investing we work with our clients to construct portfolios that not only obtain targeted returns but also align with their personal values and guide them through financial-decision making that has a positive impact for them and the planet. Our approach considers the environmental, social and corporate governance (ESG) criteria of investments alongside returns.

To become a client, first we hold an introductory meeting to be sure there is a fit.  All clients then complete our Investor Profile Questionnaire which helps guide the conversation around risk profile and asset allocation. We help with all aspects of opening accounts and transferring assets from outside firms, so you don’t have to worry about this.  Once a client, we will then create a customized financial plan helping clients on issues like planning for retirement, paying for a child’s education or purchasing that vacation home. This process is about gathering data and setting goals. For Sustainvest Premium clients, we do not charge any additional fee to create a financial plan.  To accomplish the plan, we use financial planning program MoneyGuidePro and their various tools including a Financial Plan Worksheet.

Based in Petaluma in Sonoma County, our clients include individuals, families, 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.  Our clients are conscious of how business practices may impact the environment and future generations. Most are interested in aligning their sustainability values with their investment goals.

We report to our clients via Morningstar Office on their holdings, asset allocation and investment performance every quarter. We always report this performance to clients net of our fees, so clients know how they are doing after the costs of portfolio management have been paid.

We are proud to be an independent fee-only fiduciary registered investment advisor (RIA).