We are a fee-only registered investment advisor (RIA) based in Petaluma California that focuses on sustainable and responsible (SRI) investing aligning client values with goals. This is not a subset of our practice. ESG (or environmental, social and governance) is our expertise. Being independent allows us to make decisions in the best interest of our clients, unlike the large brokerage firms and insurance companies. On top of this, our fees are some of the lowest in the industry. We do not require clients to pay some high upfront fee to become a client.
Clients include individuals, families, foundations and non-profit organizations with services including investment management, 401k, 403b or IRA rollovers, trust accounts, non-profit endowment asset management, retirement planning, fixed income investing and managing inheritances.
We commit 1% of all revenues to environmentally focused non-profit organizations through our membership of 1% for the Planet.
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.