A complete list of active advisors currently associated with Sustainable Advisors Alliance LLC
Warmer can help you find a great advisor at Sustainable Advisors Alliance LLC or one who fits your needs even better.
Sustainable Advisors Alliance, LLC provides discretionary and non‑discretionary portfolio management, financial planning, annuity management, and employee benefit plan services to individuals (including high‑net‑worth clients), retirement plans, corporations, and nonprofit entities. The firm advises on a broad set of investments — including stocks, bonds, mutual funds, ETFs, REITs, private equity, community investments and limited partnerships — and also offers advice on held‑away accounts and access to sub‑advisors. SAA specializes in sustainable, responsible, and impact (SRI) investing that applies environmental, social, and governance (ESG) criteria, using a mix of active and passive strategies and direct indexing to align portfolios with client preferences. Portfolios are constructed around client goals, risk tolerance, and time horizon, with discretionary authority available and periodic reviews, and financial planning offered on hourly, flat‑fee, or retainer bases. Compared with many peers, the firm maintains multiple offices (seven) and includes participant education and client workshops as part of its employee benefit plan and client services, an offering that is relatively uncommon for similarly sized teams. SAA also highlights fee‑based annuity management and the use of direct indexing for customized ESG outcomes, and integrates sub‑advisors when seeking specialized implementation.
To learn more about the advisors currently working at Sustainable Advisors Alliance LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Sustainable Advisors Alliance LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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