Sustainvest Asset Management

Sustainvest Asset Management Investment management company. As an independent practice, we are able to give clients an objective view without any conflict of interests.

Sustainvest Asset Management, LLC is a registered investment advisor based in Petaluma, CA which focuses on sustainable and responsible (SRI) investing. This independence allows us to make decisions in the best interest of our clients. 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.

Rocky and Millie, Dale Wannen, Sustainvest Asset Management LLC
12/02/2025

Rocky and Millie, Dale Wannen, Sustainvest Asset Management LLC

Great times in Knoxville!
06/02/2025

Great times in Knoxville!

05/15/2025

02/21/2025
Dive into our Q3 report! https://conta.cc/40eiH8U
10/25/2024

Dive into our Q3 report!
https://conta.cc/40eiH8U

Email from Sustainvest Asset Management, LLC Sustainvest's Quarterly Report 3rd Quarter 2024   Hi Dale, Welcome to the Sustainvest Quarterly Report. Helping Clients Attain Financial Growth With En

09/04/2024

Cannot wait to get the app which directs the sunlight (via satellites) in your direction whenever you want (for a subscription fee of course). What the!?

I laugh at my own self sometimes…
08/26/2024

I laugh at my own self sometimes…

06/13/2024

Is he really gonna get a $56 billion paycheck?! This will be in history books for centuries. Its not his fault, but whoever sits on their board who signed off on the original pay package needs to be thoroughly vetted and should never sit on another board. Also, Elon can i get some kind of refund/rebate for the depreciation of value of my Y? Message me and we can figure out how much you owe me out of the $56b. Appreciate you. Haha!

05/03/2024

We all share PFAs. Well isnt that special. Spend 10 minutes on your Friday evening and….

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199 New Road, Central Square
Linwood, NJ
08221

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