Sitting on That Concentrated Stock Position?
Sitting on that concentrated stock position? Here at Sustainvest, we occasionally come across clients who are sitting on a large holding of a stock. Simply stated, a concentrated stock position […]
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Shareholder Activism Update
Rejected by Apple and SEC! Months ago, we submitted a proposal to Apple Inc. and have been speaking with their lead attorney. Our proposal was asking them to have some […]
For Petaluma Investment Adviser, Going Green is for Environment as Well as Portfolio
ARTICLE BY BILL SWINDELL @ THE PRESS DEMOCRAT | May 21, 2017 Dale Wannen isn’t your typical investment adviser: His goal is to get his clients to see green both […]
Sustainvest Annual Naughty and Nice List 2016
With the close of 2016 approaching, it’s that time again where we can sit back and think about what an “interesting” year it has been. In fact, just the news […]
5 Tips to be a More Sustainable Investor
As we enter the holiday season, our more cheery and considerate sides most likely start to show (for most of us that is). We start wearing our festive sweaters and […]
Comfy Chairs, Foundations’ Steps to SRI, and Divest-Invest…and more…Sustainvest Q2 News…
The first half of 2016 has come and gone and it sure hasn’t been boring. Well, that all depends on what asset classes we are talking about. This year has really helped us realize […]
Algae and SEPs and Tesla, Oh My…Sustainvest’s Q1 Newsletter…
Sustainvest Asset Management 1st Quarter 2016 Newsletter. Enjoy… Sustainvest 1stQ 2016 Newsletter (1) (1)
Panel Discussion on Divestment
Panel Discussion and Reception: Sustainable and Responsible Investing When: Thursday, April 21st 5:30-7:00 Where: 822 5th Street, Santa Rosa Many of us have made the decision to live a more […]
Sustainvest 4th Quarter 2015 Newsletter…”Au Toilette and Donuts…”
What do toilets and donuts have to do with each other? Sustainvest recently introduced a resolution that addresses the current drought situation and the fast growing donut chain. Dunkin Brands […]
Sustainvest’s Annual Naughty and Nice List
As we all start to scuffle around town, buying BPA-free plastic presents and organic GMO-free liquor infused egg nog, Sustainvest thinks it’s an ideal time to list our top 4 […]