Invest With Impact

Sustainfolio Creates Pre-Screened, Low-Cost Portfolios To Ensure That The Companies You Are Investing With Share Your Values.

Build a Low-Cost Sustainable Investment Portfolio In Just Minutes

Sustainfolio pre-screens and benchmarks all of the companies in the portfolios that we recommend, so you can rest assured that your investments are supporting the environmentally responsible businesses that are best positioned for growth.

Sustainfolio recommends funds with a focus on combating climate change, preventing environmental destruction, and promoting corporate responsibility.

CUSTOMIZED

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

How We Invest >

SUSTAINABLE

Have confidence that your investments have passed ESG benchmarks for sustainability and environmental impact.

Screening Process >

LOW COST

Low minimum of $5k to start, and no commissions. We charge just 0.50% annual management fee based on your balance.

Pricing >

QUICK

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

Get Started >

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.