New Independent Investment Firm, Sustainvest Asset Management, LLC Starts in Petaluma

New investment advisory firm, Sustainvest Asset Management LLC focused on sustainable and responsible investing (SRI), has started operations.  The firm focuses on investment management for individuals, foundations and non-profit organizations who are searching for an investment advisor who uses the 3 pillars of SRI:

  • environmental, social and governance (ESG) screening,
  • shareholder advocacy or activism, and
  • community or impact investing.

“Consumers, especially in the bay area, are seriously integrating sustainability and eco-conscious decisions in their everyday lives.  They can be doing the same with their investment portfolio by working with an advisor who focuses on integrating both financial analysis and sustainability into asset management,” stated Dale Wannen, President and Founder of Sustainvest Asset Management.

It’s all about being transparent.  As an independent fee-only investment advisory firm, Sustainvest has the liberty of not being held down by selling proprietary products, which a lot of the big brokers do.  On top of this, its clear that corporations who are addressing issues such as environmental footprint, human rights and board or executive diversity are becoming leaders  within their industries leading to long-term prosperity as a corporation.

Dale Wannen

Dale brings over 15 years of experience in wealth management and most recently was Portfolio Manager and Director of Shareholder Advocacy with Harrington Investments.  He holds an MBA in Sustainable Management from Presidio Graduate School in San Francisco and a BA in Economics. He is currently a volunteer with Mentor Me Petaluma, Rebuilding Together Petaluma, NRDC Council in San Francisco, and is the co-founder of Green Drinks Petaluma. He is also Board Member and Treasurer of human rights non-profit Global Exchange.  He frequently speaks and writes on the topic of shareholder advocacy and has a passion for using financial mechanisms in pursuit of a more just and sustainable economy.

If interested in learning more, contact Dale at 707-766-9680 or email [email protected]. Highly recommended by Corporate Governance publisher, James McRitchie.

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