sonoma county

Sustainvest 2nd Quarter 2015 Newsletter

The California poppies are in full bloom and that 101 rush hour traffic seems to have slowed slightly which means one thing–summer is upon us! As the warmer months progress, market volume tends to slow. That being said, Sustainvest will be keeping an eye on a plethora of issues that could move this market. First–last […]

Your Advisor May be Double-Dipping You

It is amazing to us. We run across client investment portfolio statements and there it is smack in your face-a Morgan Stanley account with all of the holdings in Morgan Stanley mutual funds! The next day, we see it again. An Ameriprise client with a 35% position in one Ameriprise mutual fund!?! Ever seen the

Resolution 2014: To Healthy-Up My Investment Portfolio

As we enter 2014, many of us are now pondering a new year’s resolution.  Some of us may improve our diets by eating more of that organic rainbow chard or scrumptious kale while others may consider getting up a little earlier to sweat it out at that 6:00am bootcamp or crossfit class.  One resolution that

Sustainvest

Sustainvest Asset Management is an investment advisor based in Jersey shore town of Linwood, NJ. The firm is focused on sustainable and responsible investing helping clients align their values with their portfolio.  The firm was founded in 2013.  

Connect With Us

Locations

199 New Road, Central Square, Suite 42B Linwood, NJ 08221

Phone

(707) 766-9480
(609) 904-6028

Email

info@sustainvest.com