About Envest asset management, llc
Envest Asset Management, LLC: Aligning Your Investments with Your Values
Envest Asset Management, LLC is a Connecticut-based investment advisory and financial planning firm that specializes in sustainable investing, ESG (Environmental, Social and Governance), and SRI (Socially Responsible Investing). As the only Certified B Corp in Connecticut, Envest is committed to using business as a force for good by balancing purpose with profit.
At Envest Asset Management, we believe that investing should not only be about generating returns but also about making a positive impact on society and the environment. We understand that investors want to align their investments with their values while still achieving their financial goals. That's why we offer customized investment solutions that are tailored to meet our clients' unique needs.
Our team of experienced professionals has extensive knowledge of sustainable investing strategies and ESG analysis. We use this expertise to help our clients make informed decisions about their investments. Our approach involves analyzing companies based on environmental impact, social responsibility, corporate governance practices, and other factors that affect long-term sustainability.
We work closely with our clients to understand their values and priorities so that we can create an investment portfolio that aligns with those values. Whether you're interested in renewable energy or social justice issues or any other cause close to your heart – we can help you invest in companies whose mission aligns with yours.
At Envest Asset Management LLC., we believe transparency is key when it comes to managing your money. That's why we provide regular updates on your portfolio performance along with detailed reports on how your investments are contributing towards creating a better world.
Our services include:
1) Investment Advisory Services: We offer personalized investment advice based on your unique financial situation and goals.
2) Financial Planning Services: Our team of experts will work closely with you to develop a comprehensive financial plan tailored specifically for you.
3) Retirement Planning Services: We help our clients plan for retirement by providing guidance on savings, investment strategies, and other retirement-related issues.
4) Estate Planning Services: We help our clients plan for the future by providing guidance on estate planning, including wills, trusts, and other legal documents.
At Envest Asset Management LLC., we are committed to making a positive impact on society and the environment. We believe that sustainable investing is not only good for the planet but also good for business. By investing in companies that prioritize sustainability and social responsibility, we can create a better world while still achieving our financial goals.
If you're interested in learning more about how Envest Asset Management LLC can help you align your investments with your values, please contact us today to schedule a meeting. Our team of experts is ready to assist you in creating an investment portfolio that reflects your values while still achieving your financial goals.