James Osborn, Founder and Partner
James Osborn is the founder of Envest Asset Management and has over 20 years experience.
Karen Ogden, Partner
Karen Ogden is a Partner and CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years of experience.
About Envest Asset Management
At A Glance
Envest Asset Management (EAM) is a Registered Investment Advisor and a Certified B Corp™ providing financial planning and investment management services. We define success by pairing our strong relationships with our clients and their values with our deep knowledge in the sustainable investing and Environmental, Social and Governance (ESG) practices. We believe in advancing financial literacy overall and are focused on using it to improve next-generation environmental and social issues.
Our mission is to meld our clients’ environmental, sustainability, and social beliefs with their investment strategies. As a result, we help our clients invest with their conscience and values.
We work with our clients to:
- Align their financial goals and social beliefs to invest authentically
- Educate them about the intersection of financial markets and sustainability
- Create a diversified portfolio of ESG/SRI investments to meet life and investment goals
- Increase awareness to the broader public about investing, sustainability, and ESG/SRI