We are a fee-only registered investment advisor that focuses on sustainable and responsible (SRI) investing aligning client values with goals. This is not a subset of our practice.
Clients include individuals, families, foundations and non-profit organizations with services including investment management, trust accounts, non-profit endowment asset management, fixed income investing and managing inheritances.
Sustainvest Asset Management Custodian
We believe it is equally important for our clients to utilize a reputable independent custodian. We have selected Charles Schwab & Co., Inc. as the primary custodian of our clients’ assets. We believe Schwab provides our clients with the best combination of security and service that is available in the industry.
