James Osborn, EnvestAM Founder, Speaker at Westport Forum, Featured in WSHU News

May 16, 2020

Investing To Fight Climate Change Topic of Westport Forum

A recent forum in Westport, Connecticut, explored how concern over climate change can be addressed by changing how people invest their money.

“Investing for a Sustainable Future during the Climate Crisis Era” was held at TecKnow in Westport. TecKnow Founder and CEO Phil Levieff called the surroundings “a smart living ecosystem.”

“And so here in our pod, our design showroom we probably have 50 interoperable connected devices. Whether it’s a light switch, a lock, a thermostat, an air quality sensor, a speaker, solar, right? Solar storage, a battery that stores the energy of the sun.

wshu-prLevieff says they help people lead simpler, smarter and more sustainable lives by leveraging smart devices. He demonstrated how the Pod, running on Apple’s HomeKit with Tesla battery technology, works.

“Miss Evans, if you will, it’s, ‘Hey, so and so, good morning.’ Got it?”

“Hey, Siri, good morning.”

“Shades up, lights on, thermostat turns on, and some more Beatles, ‘Here Comes the Sun,’” Levieff says.

The forum also explored sustainable investing. James Osborn with Envest Asset Management says people should find out about the environmental policies of companies before they invest.

“Not everybody’s perfect, and not every company’s perfect. But the more that we consume from them, that are better stewards of sustainability, and the more we invest in those companies, then it promotes higher sustainability and not only within that company, but it also keeps us away from companies that have a lot of inaction.”

…read more»

— More —

Karen Ogden joins EnvestAM as Partner

Karen Ogden joins EnvestAM as Partner

  *** For Immediate Release *** Ridgefield, CT – – January 18, 2023 – – Envest Asset Management, LLC, a boutique financial planning and investment advisor, announced today that Karen Ogden has joined the firm as a Partner. The addition of Karen reflects...

James Osborn, EnvestAM Founder, Featured in Simon Magazine

James Osborn, EnvestAM Founder, Featured in Simon Magazine

Simon Alumni Q&AAfter realizing I wanted to change my career out of engineering and into finance, an MBA was a must. I grew up south of Rochester and knew of the great academic reputation of the University of Rochester. After researching the MBA program in more...

James Osborn Featured as Villanova Changemaker

James Osborn Featured as Villanova Changemaker

Championing Sustainability through Asset ManagementWho: James Osborn ’02 ChE What: Founder of Envest Asset Management, LLC (“EAM”), a financial planning, investment management and alternative investment service that considers the critical components of sustainability,...

CT-Based Investment Advisor Obtains B-Corp Certification

CT-Based Investment Advisor Obtains B-Corp Certification

Sustainably Focused Financial Advisor Increases Sustainability MandatesRidgefield, CT |  February 4, 2020 –  Envest Asset Management, LLC (“EnvestAM”) is proud to announce its Certification as a B Corporation (“B Corp”) from B Lab, the preeminent nonprofit that serves...

Book an Introductory Meeting Today

Start your ESG/SRI journey. Schedule a no-obligation, 15-minute complimentary call to learn more about our approach and how it may fit with your goals.

Top