investment advisor

Sustainvest 2nd Quarter 2015 Newsletter

The California poppies are in full bloom and that 101 rush hour traffic seems to have slowed slightly which means one thing–summer is upon us! As the warmer months progress, market volume tends to slow. That being said, Sustainvest will be keeping an eye on a plethora of issues that could move this market. First–last […]

Are Your Investment Advisor’s Fees Going to Coal Mining?

If you currently have an account with one of the large brokerage firms out there like Morgan Stanley or Chase, you may  think, “oh well my small amount of assets can’t amount to these companies doing harm to the planet”. Well, think again. These same companies offering you free golf balls and “unbiased” investment advice 

Your Portfolio’s Naughty and Nice List of 2014

As most of us rush to get our holiday shopping done over the next several weeks (or chose to do so while sitting with our tablets at the kitchen table), we will be checking off our lists of who has been naughty or nice. You know who you are! One item to possibly check off

Big Endowments are Divesting. Are You?

The divestment train has left the station. It’s hard to pass a headline that doesn’t include the words ‘divestment’ and ‘foundation’ in the same sentence these days. And rightfully so: As technology and innovation in renewables start to take hold, the good old boys at the coal mining and fossil fuel companies are starting to

What Does SRI Really Mean?

What does it mean to be a “socially and environmentally conscious investor”?  This phrase, along with “sustainable and responsible investor” or SRI is being heard from boardrooms to bedrooms and the true meaning of it continues to be misunderstood.  Does it mean that I have to put all my money into some “impact” private equity