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.

wealth management

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 […]

2017: A New Era, What the DAF? and How We Are Trying to Stop K-Cups at Dunkin Donuts

Dale Wannen

In a year when virtual reality was all the craze sending people searching  for Pokémon “things”, actual reality became quite the surprise as Americans watched the results of the Presidential […]

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 […]

Your Advisor May be Double-Dipping You

Dale Wannen

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 […]

3 Coffee Talk Items With Your Investment Advisor

Dale Wannen

Let’s face it; investment management isn’t a business that many think of dearly when discussed. It’s evident when you open the newspaper that there are some advisors out there who […]

Scroll Up