Investment Management

Sustainable Management Services for Your Investments

Envest Asset Management, LLC, provides professional investment management services focused on ESG and SRI strategies. Our ESG and SRI investment management firm uses these strategies to make sure you are investing in companies that make a positive difference in the world.

Diverse Investments with ESG and SRI

Here’s a quick overview of how ESG and SRI work and how they affect our investment decisions for clients.

Environmental, Social, and Governance (ESG) Investing

ESG is a strategy that involves investing in companies that have a positive influence on the following factors:


Our ESG investment firm in Ridgefield, CT, sees to it that the businesses you invest in provide products and services that improve sustainability, waste management, natural resource preservation, and more.


We also look for companies that lobby for social improvement initiatives like human rights and community health and safety.


Expect us to recommend investing in companies that practice responsible management, such as proper employee treatment and transparency.

Socially Responsible Investing (SRI)

An SRI strategy involves investing companies that advocate for or provide products and services that contribute to worthwhile social causes. These include environmental sustainability and social reform. Our SRI advisors also make sure that you avoid investing in firms that may harm human health and society like tobacco, weapons, and others.

We do extensive research on publicly traded securities to find opportunities that provide not only profit, but also a purpose. Our team ensures that all your investments align with our ESG and SRI standards. We have experience in finding investments that meet your financial AND ESG/SRI values.

Personal Investment Accounts

A personal investment account can be invested in a variety of financial products. Our advisors will help you identify socially responsible companies that meet your financial and ethical goals. We’ll make sure you’re on your way to a comfortable retirement, knowing you have money in the bank and that you invested in companies that make the world a better place.

IRA for Individuals

An IRA or individual retirement account can be invested in a variety of financial products. Our advisors will help you augment your IRA toward socially responsible companies. We’ll make sure you’re on your way to a comfortable retirement, knowing you have money in the bank and that you invested in companies that make the world a better place.

Why Choose Envest Asset Management, LLC

We have helped various clients get purposeful investments through our ESG and SRI strategies. Here is why they continue to trust our services.

Seasoned Team

We have years of experience in the industry. We have worked in all aspects of ESG and SRI, from for-profit firms to environment-focused non-profit organizations.

Analytical Approach to Investing

We do extensive research on investments to ensure that the companies you invest in provide products and services or lobby for environmental protection and sustainability. We also make sure that they’re socially responsible.

A Variety of Services

Apart from sustainable asset management solutions, we offer financial planning, alternative investments, and business and non-profit retirement solutions. We’ll help you reach your ESG and SRI goals throughout your various investment accounts.

Email us today to schedule a free sustainability review of your investment portfolio and financial strategy session.

Envest Asset Management, LLC (“EAM”) is a registered investment adviser offering advisory services in the State(s) of CA, CT, and PA, 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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