Sustainable Investing in New Jersey is not a new concept, it’s something some investors have been conscious of for decades. Only recently has it become mainstream as investors have sought to invest in companies that are more in line with their vision and values. This is often referred to SRI or Sustainable and Responsible Investing.
As a Jersey Shore resident, we understand your values and goals to invest responsibly in sustainable companies that are looking to build a better future. The downbeach area is no stranger in terms of sustainability. Atlantic County and the shore towns have numerous green teams. With Sustainvest Asset Management, our goal has always been to help clients attain financial growth with environmental and social impact always standing by our fiduciary duty as a registered investment advisor.
You can rest well knowing that your investments and assets follow a sustainable and responsible (SRI) discipline that considers environmental, social and corporate governance (ESG) criteria to generate long-term competitive financial returns and positive societal impact.
San Luis Obispo Sustainable Investment Advisor
Sustainvest Asset Management is a fee only investment advisor that works with clients nationwide. Sustainable investment advisor Dale Wannen has over 18 years’ experience in wealth management and financial services and has seen the good and the bad in the industry. We offer traditional asset management services (charging only 0.75% annual management fee) for eco-conscious investors investing in stocks, bonds and cash.
If you’re looking for sustainable investments in Margate, Longport or towns like Linwood and Somers Point, give us a call for a free consultation.