While we want to respect and preserve our planet, we’re also obligated to respect, preserve and grow our assets within a sustainable economy.
Our Mission
A Stronger Future for You and Those You Care About
We are in this together. We are at once both individuals and citizens of the world. For some, balancing these two identities can be challenging. While we want to respect and preserve our planet, we’re also obligated to respect, preserve and grow our assets, and provide a secure future for our families. That’s the mission of Envest Asset Management.
Envest Asset Management helps you leverage the growth of a new sustainable economy to support financial goals for you and those who you care about. We bring values-based investing together with sophisticated financial, tax, and estate planning — prioritizing your values while managing risk and ensuring diversification, all as part of one integrated plan. Our financial plans and investment strategies are not “cookie cutter;” they are personalized with your values and financial goals in mind.
Envest is an independent, fiduciary, fee-only investment advisor, a Certified B Corp™, and a 1% for the Planet member.
As a result, we’re prepared to help you invest with your own conscience and values, to:
- Align financial goals and social beliefs to invest authentically
- Become educated about the intersection of financial markets and sustainability
- Create a diversified portfolio of values-based investments to meet life and investment goals
- Increase awareness to the broader public about investing, sustainability, and values-based investing
- Bring your values-based investments together with sophisticated tax and estate planning
For us, values-based investing isn’t a separate conversation from the rest of your financial life. We treat it, financial planning, and sophisticated tax and estate planning as one integrated strategy, not separate services.
Envest is an independent, fiduciary, fee-only investment advisor, a Certified B Corp™, and a 1% for the Planet member.
As a result, we’re prepared to help you invest with your own conscience and values, to:
- Align financial goals and social beliefs to invest authentically
- Become educated about the intersection of financial markets and sustainability
- Create a diversified portfolio of values-based investments to meet life and investment goals
- Increase awareness to the broader public about investing, sustainability, and values-based investing
- Bring your values-based investments together with sophisticated tax and estate planning
For us, values-based investing isn’t a separate conversation from the rest of your financial life. We treat it, financial planning, and sophisticated tax and estate planning as one integrated strategy, not separate services.