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Sustainable Investing in San Luis Obispo

Sustainable Investing in San Luis Obispo is not a new concept, it’s something some investors have been conscious of for decades. Only recently has it become mainstream as investors have sought to invest in companies that are more in line with their vision and values. This is often referred to SRI or Sustainable and Responsible Investing.

As a San Luis Obispo resident, we understand your values and goals to invest responsibly in sustainable companies that are looking to build a better future. SLO is no stranger in terms of sustainability.  The City is currently developing a plan for achieving carbon neutrality by 2035 and the local university Cal Poly has a center for sustainability in house. With Sustainvest Asset Management, our goal has always been to help clients attain financial growth with environmental and social impact always standing by our fiduciary duty as a registered investment advisor.

You can rest well knowing that your investments and assets follow a sustainable and responsible (SRI) discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact.

San Luis Obispo Sustainable Investment Advisor

Sustainvest Asset Management is a fee only investment advisor that works with clients nationwide. Sustainable investment advisor Dale Wannen has over 18 years’ experience in wealth management and financial services and has seen the good and the bad in the industry.  We offer both the traditional asset management services (charging only 0.75% annual management fee) for eco-conscious investors along with an online platform with only a $5,000 minimum investment for those more comfortable with online investing through our Sustainfolio platform (charging a 0.50% annual management fee).

If you’re looking for sustainable investments in San Luis Obispo, give us a call for a free consultation.