During the Coronavirus outbreak, Sustainvest does not anticipate any interruption in our services. We regularly are checking emails and can be reached at info@sustainvest.com. All appointments will be via telephone until further notice.

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Sitting on That Concentrated Stock Position?

Dale Wannen

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 […]

5 Tips to be a More Sustainable Investor

Dale Wannen

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 […]

Sustainvest 4th Quarter 2015 Newsletter…”Au Toilette and Donuts…”

Dale Wannen

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 4th Quarter Newsletter

Dale Wannen

Happy 2015!  Well, what a year it’s been. The bull market of 2014 really never took a chance to relax with corporations continuing to reign in revenues. The scary thing […]

Your Portfolio’s Naughty and Nice List of 2014

Dale Wannen

As most of us rush to get our holiday shopping done over the next several weeks (or chose to do so while sitting with our tablets at the kitchen table), […]

Sustainvest 1st Quarter 2014 Newsletter

Dale Wannen

Includes: Car Seat Karma The Boom and Inherited IRAs Sustainvest Takes on $35 Billion Pharma Company Non-Profit of the Quarter-COTS Spring has sprung (for most of us) as we enter […]

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