Sustainfolio

Sustainfolio is a program of Sustainvest Asset Management (founded in 2013), an independent investment advisory firm 100% focused on sustainable investing. The program was created to help further the mission of sustainable investing and opening up the movement of SRI to those who perhaps couldn’t get into. With a $5,000 minimum balance, our mission is to help guide those who are possibly taking their first attempt into this more environmentally friendly way to invest. Sustainable investing isn’t a subset or “niche idea” of what we do like the big wealth management firms out there. It is all we do.

We have chosen to work with Charles Schwab & Co., Inc. as custodian for your account because they provide:

The Schwab Security Guarantee, so you can feel confident your personal and financial information is protected. SchwabSafe, a collection of security measures designed to keep your personal and financial information safe online. All assets are held or custodied with Charles Schwab & Co., Inc. therefore giving our clients piece of mind and access to a pioneer in the field We, as a firm, also find that it is our duty to be engaged with the companies that we are invested in as well. We do so by filing shareholder resolutions every year. Topics that are addressed include climate change, pesticide use, animal cruelty, pollution and a host of other issues.

Sustainvest Asset Management is a member of 1% for the planet and donates 1% of our annual revenues to environmentally focused non-profits.

Founder Dale Wannen has over 18 years experience in wealth management and financial services. He is often a guest speaker on the topic of ESG investing and shareholder advocacy. Dale has an MBA in Sustainable Management from Presidio Graduate School in San Francisco and a B.A. in Economics from Rowan University. He also currently sits as a Board of Director of non-profit Stewards of the Coast and Redwoods and is an investment committee member of the Sonoma County Community Foundation.

The process to set up your sustainable portfolio is simple and takes just minutes to complete. Answer a few questions about your age, goals and risk tolerance and we’ll start building an investment portfolio designed to fit your investment needs. We only use low-cost ETFs (exchange traded funds) with ESG (environmental, social, governance) screens in your portfolio. NO high cost mutual funds here. Some ETF company examples include iShares, Nuveen and Wisdomtree. Based on your personal risk profile, you will be invested across all asset classes such as US Large, Mid and Small Cap Stocks, International Developed and Emerging Market Stocks and Sustainably Screened Bonds. And each client is weighted into these asset classes according to their unique profile. Once your account is funded ($5,000 minimum balance), we select, monitor and rebalance your portfolio so you don’t have to! The platform will automatically trade and rebalance when they drift form the targeted asset allocation with NO trading cost. You’ll save time, hassle, and have the ongoing peace-of-mind knowing your money is professionally managed in a sustainable way. As a Sustainfolio client, along with a sustainably screened portfolio, clients receive an annual personal review (if requested). Because we are a fiduciary advisor, we act in your best interest. Everything we do, from the advice we give to the funds we use, keeps your interests in mind. Because we use Schwab’s Intelligent Portfolio platform, clients will be able to access their accounts and statements on the Charles Schwab and Co. Inc. website or app on their smartphone or tablet. You will receive quarterly reports from Sustainfolio via reputable Morningstar Office online portal.

To get started, you’ll visit the Institutional Intelligent Portfolios® website (just click “Get Started” below) and enter our firm’s unique program key (CKTB) to access our portfolios.

Accounts available on the platform include: Individual • Joint • Trust • IRA • IRA & 401(k) Rollover & 403(b) Rollover $ 5,000 minimum investment

Enjoy other things in life and let us do the picking of sustainable funds and rebalancing and asset allocation.

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