Welcome to Envest Asset Management, LLC

Independent, fiduciary, fee-only, client obsessive – Envest Asset Management provides in-person and virtual financial planning and investment management. We focus on environmental, social, and governance (“ESG”) investing and socially responsible investing (“SRI”) for our clients. These clients, who include individuals, families, businesses, and non-profits, Invest for the Future and for the Future Environment.

Services

FINANCIAL PLANNING

In depth review of a client’s financial state to create a plan toward a sustainable and financial future.

INVESTMENT MANAGEMENT

ESG/SRI investment strategies for portfolios using publicly traded securities for individuals, families, businesses, and non-profits.

ALTERNATIVE INVESTMENTS

Complex ESG/SRI focused investment structures or securities to meet the needs of certain qualified clients.

CONSULTING

Strategy, planning, problem-solving, and sustainability measures for businesses and non-profits.

Ready To Get Started?

Blog & Events

Blog

Sustainable Indexing – ETFs

Part 1 – Using Sustainable Indexing for Market-Based Socially Responsible ETFs This article is Part 1 of a two-part series that discusses Socially Responsible Investing … Continue reading “Sustainable Indexing – ETFs”


ESG Events – CT

Sustainable Living Expo (10/13/18, 10am – 2pm)

http://www.steppingstonesmuseum.org/families/events   October 13, 2018 10:00 am – 2:00 pm The earth’s natural resources are not truly “free” for the taking. See what “zero waste” … Continue reading “Sustainable Living Expo (10/13/18, 10am – 2pm)”

Fall Harvest Celebration (10/14/18, 3pm – 6pm)

Fall Harvest Celebration (10/14/18, 3pm – 6pm)

https://www.cleanwateraction.org/events/fall-harvest-celebration Fall Harvest Celebration Sunday, October 14, 2018 – 3:00pm to 6:00pm 123 Mack Rd. Middlefield, CT 06455 Share Please join us for a lovely … Continue reading “Fall Harvest Celebration (10/14/18, 3pm – 6pm)”

Connecting Communities and Ecosystems in Restoration Practice (10/11 – 10/13/18)

https://chapter.ser.org/newengland/2018-regional-conference-overview/ October 11-13, 2018 • Southern CT State University, New Haven, CT Connecting Communities and Ecosystems in Restoration Practice At this conference, we will host … Continue reading “Connecting Communities and Ecosystems in Restoration Practice (10/11 – 10/13/18)”

CFE/Save the Sound Annual Meeting (10/14/18, 4pm – 7pm)

Upcoming Events CFE/Save the Sound Annual Meeting WhenSun, October 14, 4pm – 7pm WhereKroon Hall, 195 Prospect St, New Haven, CT 06511, USA (map) DescriptionAll … Continue reading “CFE/Save the Sound Annual Meeting (10/14/18, 4pm – 7pm)”

Made in CT: 2018 Manufacturing Summit  (10/26/18, 8:30 AM – 12:00PM)

Made in CT: 2018 Manufacturing Summit (10/26/18, 8:30 AM – 12:00PM)

https://www.eventbrite.com/e/made-in-connecticut-2018-manufacturing-summit-registration-46656350400   Description CBIA and CONNSTEP present this annual conference, one of the highlights of the year for Connecticut’s manufacturing sector. Join us as we … Continue reading “Made in CT: 2018 Manufacturing Summit (10/26/18, 8:30 AM – 12:00PM)”

Building a Culture of Sustainable Well-Being (10/30/18 5:30 – 8:00PM)

Event: Building a Culture of Sustainable Well-Being Time: Tuesday, October 30, 2018 5:30 – 8:00 PM EST Location: Cigna, 900 Cottage Grove Road, Bloomfield, CT … Continue reading “Building a Culture of Sustainable Well-Being (10/30/18 5:30 – 8:00PM)”


ESG Events – NYC

The Rise of Sustainability Tue, September 18, 2018 6:00 PM

The Rise of Sustainability (Sep 18th) 6:00 PM

The Rise of Sustainability Sustainability is now woven into the fabric of how the most innovative and successful companies operate, and the fashion and jewelry … Continue reading “The Rise of Sustainability (Sep 18th) 6:00 PM”

NEW YORK SUSTAINABILITY CONNECTOR  September 6, 2018  6:30 PM – 9:00 PM

NY Sustainability Connector (Sep 6th) 6:30 PM – 9:00 PM

Join Be Social Change, Impact Travel Alliance, and Slow Money NYC on September 6th for the New York Sustainability Connector, a facilitated networking event focused … Continue reading “NY Sustainability Connector (Sep 6th) 6:30 PM – 9:00 PM”

Connecting with Change-Makers: Impact Careers  (Sep 20th) 6:30-8:30pm

Connecting with Change-Makers: Impact Careers (Sep 20th) 6:30-8:30pm

Description Networking in the sustainability space means building relationships for social impact. Join Bard MBA in Sustainability Director Eban Goodstein who will lead an interactive … Continue reading “Connecting with Change-Makers: Impact Careers (Sep 20th) 6:30-8:30pm”

Be Social Change Dinner Salon – Networking for Introverts (Sep 10th) 7:00PM-9:00PM

Be Social Change Dinner Salon (Sep 10th) 7:00PM-9:00PM

Join us on Monday, September 10th, 2018 for our next Be Social Change Dinner Salon: A Discussion on Networking for Introverts facilitated by Mollie Khine … Continue reading “Be Social Change Dinner Salon (Sep 10th) 7:00PM-9:00PM”


Subscribe To Our News

Let's Talk

Interested in learning more? Please feel free to fill out this form, or you can schedule a meeting online.

Envest Asset Management, LLC (“EAM”) is a registered investment adviser offering advisory services in the State(s) of CT and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by EAM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of EAM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Envest Asset Management, LLC, are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Copyright © 2018 Envest Asset Management LLC. All Rights Reserved