SustainFolio is a technology based investment platform designed for individuals who want to integrate sustainability into their portfolios digitally. Overseen by Sustainvest Asset Management, an investment advisory firm fully dedicated to sustainable and responsible investing, SustainFolio allows its clients to establish a portfolio based on their tolerance for risk and their aspirations for building wealth using sustainable low cost ETFs. Portfolios are held in a brokerage account at Charles Schwab and Co., Inc. You can easily access accounts through their websites and mobile apps.

SustainFolio puts you in control of your financial future today, with the added assurance that a values-based full service investment advisory firm is in place to help you grow your investment plans for tomorrow.

Simple and Ethical

Investing sustainably can get confusing. SustainFolio make investing simple with features designed to save you time and money.

CUSTOMIZED

Own a portfolio that’s fully diversified, automatically rebalanced, and optimized to your goals.

How We Invest

SUSTAINABLE

Only invest in funds that are sustainably and responsibly screened.

Earth-friendly

LOW COST

Low minimum of $5,000 & no commissions. Only a low 0.50% annual fee that covers everything.

Pricing

QUICK

Have 10 minutes? In that time, we’ll design, set up, and start the process to manage your account.

Easy as ABC

Our Founder

Dale Wannen, MBA

Dale Wannen, MBA

Dale has been in the field of sustainable investing for over 15 years and is fully dedicated to helping clients understand how to invest with their values. Wannen launched SustainFolio because he saw that younger investors continued to ask him if there was a place where they could start investing and feel good about doing it. Witnessing the great recession and the negative effect that large brokerage firms and banks had on the economy, his mission has been to help investors realize they don’t have to give up on investing, but instead become more empowered with their portfolios.