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

Connecticut Sustainability Conference

Connecticut Sustainability Conference (Nov 1 8 – 12pm)

Description Connecticut companies are becoming more successful and profitable by incorporating energy and environmental sustainability into their business plans. https://www.eventbrite.com/e/connecticut-sustainability-conference-registration-47518033718 Join us as we explore … Continue reading “Connecticut Sustainability Conference (Nov 1 8 – 12pm)”

CT Environmental Forum Monthly Meeting (Nov. 7 8:30-10am)

CT Environmental Forum Monthly Meeting (Nov. 7 8:30-10am)

PCBs, Asbestos and Lead in Demolition Projects https://www.connecticutenvironmentalforum.org/

People’s Action for Clean Energy (PACE) (Nov. 8, 11-2pm)

People’s Action for Clean Energy (PACE) (Nov. 8, 11-2pm)

WhenThu, November 8, 11am – 2pm Where224 Farmington Ave, Hartford, CT 06105, USA (map) Description Time for 100% Renewable Energy in Connecticut Thu, November 8, … Continue reading “People’s Action for Clean Energy (PACE) (Nov. 8, 11-2pm)”

Sierra Club Fundraiser in Avon Nov 17 (7-9pm)

Sierra Club Fundraiser in Avon Nov 17 (7-9pm)

Sierra Club Fundraiser in Avon November 17, 2018 Saturday, November 17, 7 – 9 pm ​ Sierra Club Connecticut Chapter is tackling climate change head-on … Continue reading “Sierra Club Fundraiser in Avon Nov 17 (7-9pm)”

International Ocean Film Tour (Nov 1 6-9:30pm)

International Ocean Film Tour (Nov 1 6-9:30pm)

International Ocean Film Tour Sponsored by The Sacred Heart University Department of Biology Thurs., Nov. 1 Doors Open at 6 p.m. | Show Starts at … Continue reading “International Ocean Film Tour (Nov 1 6-9:30pm)”


ESG Events – NYC

Raise the Green Bar 2018: Your Roadmap to Sustainability & Success (Nov. 8, 8-6pm)

Raise the Green Bar 2018: Your Roadmap to Sustainability & Success (Nov. 8, 8-6pm)

Description Join the Good Housekeeping Institute and Made Safe for the second annual Raise the Green Bar Summit focusing on maximizing your brand’s sustainability efforts … Continue reading “Raise the Green Bar 2018: Your Roadmap to Sustainability & Success (Nov. 8, 8-6pm)”

NEW YORK SOCIAL ENTERPRISE CONNECTOR (Nov 8, 6:30-9pm)

NEW YORK SOCIAL ENTERPRISE CONNECTOR (Nov 8, 6:30-9pm)

Join Be Social Change and B Corp on November 8th for the New York Social Enterprise Connector, a facilitated networking event focused on connecting NYC’s … Continue reading “NEW YORK SOCIAL ENTERPRISE CONNECTOR (Nov 8, 6:30-9pm)”

Ground transportation and climate change (Nov. 3, 10-5:30pm)

Ground transportation and climate change (Nov. 3, 10-5:30pm)

https://www.eventbrite.com/e/ground-transportation-and-climate-change-tickets-50696843624?aff=erellivmlt The Five Thousand Pound Life is the League’s ongoing initiative to rethink our collective future through design in the face of climate change. Transportation: … Continue reading “Ground transportation and climate change (Nov. 3, 10-5:30pm)”

2018  CORNELL  ENERGY  CONNECTION:  Investing to Impact Our Energy Future (Nov. 2, 10-6pm)

2018 CORNELL ENERGY CONNECTION: Investing to Impact Our Energy Future (Nov. 2, 10-6pm)

About Cornell University’s premiere conference on energy, Cornell Energy Connection, will feature keynote and panel experts discussing the role energy startups, new investment strategies and … Continue reading “2018 CORNELL ENERGY CONNECTION: Investing to Impact Our Energy Future (Nov. 2, 10-6pm)”


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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.

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