With EnvestAM, you can be assured that we align your financial life with your personal values.
Why Us
Our clients are true citizens of the world, caring for their loved ones and leaving the next generation with the inheritance of a sustainable and healthy planet. With Envest Asset Management, you can be assured that we align your financial life with your personal values through values-based investing, consistent with ESG and SRI principles. Investing responsibly is part of our DNA: We are a Certified B Corp as well as a member of 1% for the Planet.
We work with small business owners, founders, and individuals. We’re registered in CT, NY, CA, PA, and VT, and serve clients nationwide.
Values-Based Investing Principles
We view values-based investing, informed by ESG, Sustainability, and SRI principles, as a risk management framework. Our clients value this approach not simply for the values expression but also because as the importance of these issues become more and more apparent, they choose to invest in entities that are looking ahead and planning for resiliency in a changing world.
Values-Based Investing and the Future
Financial professionals see the corporate world increasingly moving toward a values-based investing framework, grounded in ESG and SRI principles. Sustainability initiatives at the corporate level may aid in better financial and economic decision making due to improved risk management and more innovation.
Our Seasoned Team
Both Karen Ogden and James Osborn have in-depth experience in all types of investments and financial planning services, particularly with a values-based, ESG/SRI perspective. They take a holistic approach to investments, financial planning, and tax and estate strategy, crafting customized plans and portfolios tailored to each client’s needs. There are no cookie-cutter plans or portfolios.
Analytical Approach to Investing
All of our investment portfolios and plans are based on sound financial analysis. We incorporate third-party research and ratings that address adherence to stated goals and performance vis-à-vis alternative choices.
A Variety of Services
Our services address everything a responsible investor might need from financial planning, tax and estate strategy, and investment management: from traditional financial investing, including equities and fixed income vehicles, to Personal Investment Accounts, IRAs for Individuals, and products for small businesses including Business 401k Plans, SEP-IRA Plans, 403b Plans, as well as alternative investment vehicles such as Private Equity Funds, Renewable Energy Certificates, and Carbon Credits. The breadth of our investment and planning services and experience allows us to craft holistic customized plans and portfolios for each of our clients.
Book an Introductory Meeting Today
Start your values-based investing journey. Schedule a no-obligation, 15-minute complimentary call to learn more about our approach and how it may fit with your goals.