SUSTAINVEST ASSET MANAGEMENT, LLC

Overview

Sustainvest Asset Management, LLC is a boutique advisor that manages concentrated equity-oriented portfolios with an explicit ESG tilt. The firm runs discretionary portfolio management primarily for individuals, families and small business clients and charges fees as a percentage of assets under management. Equity exposure is central to its investment approach — the firm favors exchange-traded equities and ETFs for liquidity, tax efficiency and precise sector or factor exposure, while using mutual funds and corporate debt to round out fixed income and cash-management needs. Sustainvest describes itself as an active ESG investor; that shows through both security selection and allocation choices. Alternatives play a role in the portfolio mix via third‑party real estate funds, used to add diversification, yield and an uncorrelated return stream to the equity-heavy sleeve. The firm’s operating model is largely discretionary: nearly all of its reported assets are managed on a discretionary basis, enabling quicker portfolio adjustments in response to market or ESG developments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices