Los Angeles, CA Office

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.