Sustainvest Asset Management, LLC is a registered investment advisor (RIA) based in Petaluma, CA which focuses on sustainable investing. As an independent practice, we are able to give clients an objective view without any conflict of interests.
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.
We offer a solution for those with $5,000+ at www.sustainfolio.com OR full service financial planning at www.sustainvest.com
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.
Sustainvest Founder Dale Wannen Chats SRI