Investment advisory firm focused on sustainable and responsible investing, shareholder advocacy and impact investing.
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.
Clients include individuals, families, foundations 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.
Founder Dale Wannen truly believes in sustainable investing and its power to help shift climate change. He has an MBA in Sustainable Management from Presidio Graduate School in San Francisco and is a board member for Stewards of the Coast and Redwoods and on the investment advisory committee of the Sonoma County Community Foundation.