Petaluma, CA Office

Sustainvest Asset Management provides investment management and related advisory services to individuals, trusts, estates, charitable organizations, foundations, corporations and other business entities. The firm offers portfolio management with an element of financial planning as well as retirement-plan advisory and periodic client reviews.

The firm employs a long-term, diversified approach centered on sustainable and responsible investing, using ESG factors, sustainability-screened mutual funds and ETFs, and individual equity and fixed-income securities to align portfolios with clients’ financial objectives and sustainability criteria. Accounts are generally managed on a discretionary basis and tailored to client-specific risk profiles and investment restrictions, with periodic reviews and reporting.

Distinctive features include Sustainvest’s explicit work with charitable organizations and foundations — a client type that is uncommon among independent advisers — and an active proxy-voting policy that incorporates social and environmental criteria (including support for human rights, environmental disclosures, and governance reforms). Sustainvest manages approximately $137 million in client assets, predominantly discretionary, and provides plan-level services such as fiduciary guidance and assistance with required minimum distributions.