Sustainvest’s approach to investing is simple and transparent. Portfolio construction per each client’s profile. Are you looking for growth via tech stocks? Are you looking for income via bonds? You will work directly with Dale Wannen, founder and investment advisor. He will address immediate concerns and develop long-term plans that give you time to do the things you want to do in life, not worry about asset allocation and rebalancing. Services may include:
Investment Management
- Customized portfolio construction
- Regular performance and allocation review
- Impact and sustainable investment options
- Inherited stock management
- 529 plans and other education savings solutions
- Donor Advised Funds (DAF)
Impact Investing
Impact investing encompasses a wide range of decisions about how your investment assets have an impact in the world. What is now called SRI or Sustainable and Responsible Investing, we will help guide your portfolio using environmental, social, and governance criteria. This will help you align your portfolio with your values.
