What is Envest Asset Management?
Envest Asset Management is all about blending two important identities: being individuals and being global citizens. It’s not always easy to juggle these roles—wanting to protect the planet while also growing personal assets and securing a future for loved ones. That’s exactly where Envest steps in. Their mission? To help clients invest in a way that respects both financial goals and the environment, making sustainability a core part of investment strategy.
Main Benefits of Envest Asset Management
Envest offers a unique approach that combines financial savvy with a strong commitment to sustainability. Here are some key highlights:
- Certified B Corp™ with a stellar B Corp score of 98.6
- Independent, fiduciary, fee-only investment advisor
- Member of 1% for the Planet, showing dedication to giving back
- Focus on ESG (Environmental, Social, and Governance) principles to guide investments
- Full-service investment management and financial planning tailored to personal values
- Expertise in sustainable investing, impact investing, and alternative investing
- Support for retirement planning including 401k and 403b options
- Services designed for both businesses and non-profits
How Envest Aligns Financial Goals with Social Beliefs
At the heart of Envest’s philosophy is the idea that investing isn’t just about numbers—it’s about values. They work closely with clients to understand what matters most to them, whether that’s environmental sustainability, social responsibility, or governance standards. This personalized approach means portfolios aren’t just diversified financially but also aligned with clients’ ethical beliefs. It’s investing with a conscience, really.
Understanding Sustainable and Impact Investing
Sustainable investing isn’t just a buzzword here. Envest dives deep into ESG metrics to identify companies that not only perform well financially but also lead the way in responsible business practices. The belief is simple: companies with strong ESG principles tend to outperform their peers over the long haul. This focus helps clients put their money where their values are, supporting organizations that make a positive impact on society and the environment.
Comprehensive Financial Planning Services
Beyond just picking the right stocks or funds, Envest offers full-service financial planning. This means helping clients map out their financial futures with strategies that include retirement planning, 401k and 403b management, and alternative investing options. The goal is to create a holistic plan that meets life goals while staying true to sustainability and social responsibility.
Project Impact: Sustainable Development Goals (SDGs) Linked to Envest
- SDG 8: Decent Work and Economic Growth
- SDG 12: Responsible Consumption and Production
- SDG 13: Climate Action
- SDG 15: Life on Land
- SDG 17: Partnerships for the Goals
Raising Awareness and Educating the Public
Envest isn’t just about managing money—they’re also passionate about education. They aim to increase awareness around the intersection of financial markets and sustainability, helping clients and the broader public understand how ESG and SRI (Socially Responsible Investing) can be powerful tools for change. It’s about making investing accessible, authentic, and impactful for everyone involved.
