Our Investment Management Firm

Sustainvest Asset Management, LLC is a fee-only registered investment advisor (RIA) based in Petaluma, California which focuses on sustainable and responsible (SRI) investing aligning client values with goals. This is not a subset of our practice. It is our expertise. Being independent, along with charging lower than industry standard investment management fees, allows us to make decisions in the best interest of our clients.

Learn more about registered investment advisor Dale Wannen

Clients include individuals, families, foundations and non-profits with services including investment management, 401k, 403b or IRA rollovers, trust accounts, non-profit asset management, retirement planning, fixed income investing and managing inheritances.

Sustainvest Asset Management Custodian

We believe it is equally important for our clients to utilize a reputable independent custodian. We have selected Charles Schwab & Co., Inc. as the primary custodian of our clients’ assets. We believe Schwab provides our clients with the best combination of security and service that is available in the industry. Choosing Schwab Institutional as our client’s custodian gives us access to comprehensive services and sustainably screened investment options from one of the largest and most experienced firms in the business. Schwab is a member of the Securities Investor Protection Corporation (SIPC) and sends out independent reporting to our clients through monthly statements and trade confirmations.