Services

Sustainable Investment Strategies is first and foremost an investment management firm.  Our clients pay us to manage their portfolios.  Typically, a client either lacks the time to manage their portfolio, lacks the inclination to manage their portfolio or both.  Regardless, we are happy to help.  Click on the options below to learn more about each service.

• Traditional Investment Management – this service has no investment restrictions and is invested in a diversified portfolio of exchange-traded funds.

• Hourly Consulting – This service is for those that want guidance in regard to any one or all of the following; retirement planning, general financial planning, investment planning, and college planning.  Your initial consultation is at no cost and if you wish to engage us for planning work our fee is $200 per hour.