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Sustainvest Asset Management, LLC
24 Western Avenue, Suite 309
Petaluma, CA 94952
Sustainvest Asset Management, LLC is a registered investment advisor based in Petaluma, CA which focuses on sustainable and responsible (SRI) investing. As an independent practice, we are able to give clients an objective view without any conflict of interests. This independence allows us to make decisions in the best interest of our clients. Sustainvest Asset Management does not sell financial products and is free to explore the best solutions for our clients needs.
Sustainvest utilizes the 3 pillars of SRI including: ESG screening, shareholder activism, and community or impact investing.
Our goals and those of our clients are one and the same. Sustainvest Asset Management is a fee only advisor and does not earn any fees from commissions or mutual fund fees. Our incentives are aligned with our clients best interest to grow their assets and meet their financial goals.
Clients include individuals, families, foundations, social justice organizations, and non-profits with services including investment management, 401k, 403b or IRA rollovers, trust accounts, non-profit asset management, retirement planning, fixed income investing and managing inheritances.