3sisters Sustainable Management, Inc

Overview

3sisters Sustainable Management, Inc. is a small, privately owned corporate advisory firm that emphasizes sustainable investing within a mix of discretionary portfolio management and manager selection. The firm serves high-net-worth individuals, families and institutional clients, offering tailored portfolio management for individuals and small businesses, management of pooled investment vehicles, and the selection of third‑party advisers. Sustainable/ESG considerations are built into the investment approach—both in-house portfolio construction and in the choice of external managers—and the firm bills on a percentage-of-assets basis while also charging hourly for consultative work. The firm’s activity profile combines direct discretionary management with oversight and allocation decisions for pooled vehicles and institutional mandates. That combination suggests they both run SMA-style portfolios and act as a small allocator to outside fund managers when a client mandate requires specialized exposure. Given the firm’s name and the firm-level designation as an active ESG investor, expect environmental, social and governance screens and thematic sustainable allocations to shape manager selection and security-level decisions.

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