This is a safe space for the uninitiated. As fiduciaries, we always put client interests ahead of our own.

But our commitment goes far beyond that. We believe that investment strategies aren’t truly “sustainable” unless clients actually understand them. So we strive to produce materials that help our clients build a functional understanding of how investing works, the role their portfolios play in their lives, and more. 

If you’re mostly looking to learn, head over to our resources page. And no matter how much money you plan to invest, please feel free to get started or request a private meeting at any time. 

Invest Vegan’s seed funding came from a small inheritance Sloane received when her mom passed away, so we are uniquely attuned to the emotional and practical complexities that come with inherited wealth. Not to mention the ethical challenges that come with having excess wealth in a world with massive needs. 

Whatever stage of planning you’re in, we’d love to help. Click here to schedule a meeting with Sloane, or if you’d prefer, go ahead and get started creating your account.

The investment options available to retirees have historically been opaque and ethically nebulous. And upon examination, many “sustainable” alternatives available to individuals are highly speculative and inherently unsuitable for most retirees. 

We’re here to help. Our process helps us design investment portfolios that meet your needs without missing the mark morally. 

To get started, either click here to start the paperwork or schedule a private meeting with us. 

Whether you’re interested in saving for a child’s education, consolidating retirement accounts from old jobs, or just getting started with your personal investments, Invest Vegan is here for you. You can schedule a private meeting or get started with the paperwork at your convenience.

One of our most cherished responsibilities is helping activist groups understand the complexity of modern/late capitalism so that they can be maximally effective. If that describes you, please feel free to join our regular office hours or request a private meeting.  

We are eager to serve as a resource for aligned charities and institutions.

• Animal sanctuaries and vegan charities will find us to be unusually eager collaborators, no matter what stage of maturity they’re at presently.
• Established endowments will find our process to be refreshingly straightforward and effective.
• Pensions, sovereign wealth funds, and other asset owner organizations will appreciate our deep alignment with clients and commitment to the craft of asset management.  

No matter which of these you represent, please to reach out or schedule some time with us at your convenience.  

Are you looking to provide ethical investment options to your clients? Our Ethical Growth portfolio is currently available on the Schwab model portfolio marketplace.

If you would like to explore offering our strategies to your clients, please click here to schedule a meeting or send us a message.