How does the advisor help clients – Key Takeaways:
SUSTAINVEST ASSET MANAGEMENT, LLC is a reputable financial firm with a team of experienced and knowledgeable advisors. They provide a range of services to help clients achieve their financial goals and make informed investment decisions. With a commitment to sustainability, SUSTAINVEST ASSET MANAGEMENT, LLC helps clients create portfolios that align with their personal values and support a more sustainable future. Some key takeaways about their services include:
- Comprehensive financial planning and investment management services
- Specialization in socially responsible and sustainable investing
- Personalized approach for each client’s unique needs and goals
- Regular monitoring and reviews of portfolios to ensure alignment with client values and goals
- Commitment to transparency and ethical investment practices
Facts and Insights
SUSTAINVEST ASSET MANAGEMENT, LLC has been in business since 2014 and has built a strong reputation for its sustainable and socially responsible investment approach. Their team of advisors has a combined experience of over 50 years in the financial industry, with a deep understanding of sustainable investing strategies. Some facts and insights about the firm include:
- Strong track record of helping clients achieve their financial goals
- Emphasis on integrating Environmental, Social, and Governance (ESG) factors into investment decisions
- Expertise in impact investing and socially responsible investing
- Deep understanding of sustainability issues and their influence on financial markets
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $100 million (as of December 2020) |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 7 years |
Financial Services Offered
SUSTAINVEST ASSET MANAGEMENT, LLC offers a range of financial services to help clients achieve their financial goals while also making a positive impact. These services include:
- Financial planning and investment management
- Retirement planning and income strategies
- Estate planning
- Tax-efficient investing
- Education planning
- Socially responsible and sustainable investing
- Impact investing
Client Types
SUSTAINVEST ASSET MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, and institutions. Their personalized approach allows them to cater to the unique needs and goals of each client. Some of the types of clients they work with include:
- Individuals and families seeking to align their investments with their personal values
- Non-profit organizations and foundations looking for socially responsible investment options
- Small business owners and entrepreneurs
- Retirees and pre-retirees
Fees & Compensation
SUSTAINVEST ASSET MANAGEMENT, LLC follows a fee-only compensation structure, which means they do not earn commissions on selling financial products. This removes any potential conflicts of interest and allows the firm to act in the best interest of their clients. Their fees are transparent and based on a percentage of assets under management, providing a direct link between the success of the client’s investments and the firm’s compensation. Clients can expect to pay an annual fee of approximately 1.0% of their assets under management.
Background
SUSTAINVEST ASSET MANAGEMENT, LLC was founded in 2014 by experienced financial professionals with a passion for sustainable investing. The firm was established with the belief that individuals and organizations have the power to make a positive impact through their investment decisions. Today, SUSTAINVEST ASSET MANAGEMENT, LLC continues to stay true to its mission and has built a strong reputation for its sustainable investment strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, SUSTAINVEST ASSET MANAGEMENT, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. The firm also discloses any potential conflicts of interest and regularly provides updates on the performance and fees of client portfolios. Additionally, their advisors are required to hold