Sustainfolio is a program of Sustainvest Asset Management (founded in 2013), an independent investment advisory firm 100% focused on sustainable investing. The program was created to help further the mission of sustainable investing and opening up the movement of SRI to those who perhaps couldn't get into. With a $5,000 minimum balance, our mission is to help guide those who are possibly taking their first attempt into this more environmentally friendly way to invest. Sustainable investing isn't a subset or "niche idea" of what we do like the big wealth management firms out there. It is all we do.
We have chosen to work with Charles Schwab & Co., Inc. as custodian for your account because they provide:
- The Schwab Security Guarantee, so you can feel confident your personal and financial information is protected.
- SchwabSafe, a collection of security measures designed to keep your personal and financial information safe online.
- All assets are held or custodied with Charles Schwab & Co., Inc. therefore giving our clients piece of mind and access to a pioneer in the field
We, as a firm, also find that it is our duty to be engaged with the companies that we are invested in as well. We do so by filing shareholder resolutions every year. Topics that are addressed include climate change, pesticide use, animal cruelty, pollution and a host of other issues.
Sustainvest Asset Management is a member of 1% for the planet and donate 1% of our annual revenues to environmentally focused non-profits.
Dale Wannen has over 18 years experience in wealth management and financial services. He is often a guest speaker on the topic of ESG investing and shareholder advocacy. Dale has an MBA in Sustainable Management from Presidio Graduate School in San Francisco and a B.A. in Economics from Rowan University. He also currently sits as a Board of Director of non-profit Stewards of the Coast and Redwoods and is an investment committee member of the Sonoma County Community Foundation.