Sustainvest Premium

Based in beautiful Petaluma of Sonoma County, Sustainvest Asset Management provides asset & investment management services to 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 believe that you can achieve better than market returns by investing in low-cost, diversified, sustainable portfolios.

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. All clients complete our Investor Profile Questionnaire during our initial meetings as well. This service also includes creating a customized financial plan helping clients on issues like planning for retirement, paying for a child’s education, etc. This process is about gathering data and setting goals (We use financial planning program MoneyGuidePro and their various tools including this Financial Plan Worksheet to help with this process).

We are a fee-only fiduciary registered investment advisor or RIA.