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Sustainable investing isn’t about changing the world, it’s about understanding how the world is changing.

Sustainable Advisors Alliance LLC was formed to bring portfolio management solutions to investors who are looking for returns without having to sacrifice their belief that they can earn sustainable, responsible profits.

 

Known by many names, the numbers are in and ESG, also known as the “Triple Bottom Line” (people/profit/planet), means earning returns without sacrificing our values. It is here to stay. We invite you to join our coalition of partnerships where you will see your values aligned with your investments and make a difference with your money.

Our Mission

Sustainable Advisors Alliance, LLC is a unique advisor-owned alliance of financial fiduciaries committed to building enduring relationships with clients. We help individuals, families and mission-based organizations voice their goals, dreams and aspirations.

 

Demystifying the world of finance, we work with clients to develop distinct, thoughtful and impactful strategies.This process results in solutions that are financially sound and reflective of our collective desire to create a more peaceful, prosperous and just world.

Our Vision

Portfolio
Management

The heart of Sustainable Advisors Alliance is building portfolios that integrate the values-based issues with long-term growth of your investments.

Financial Planning, Guidance & Solutions

Sustainable Advisors Alliance brings together all the pieces of your financial life to relieve stress and create real-life solutions to address what keeps you awake at night.

Community Engagement

In a global society, we are all connected. The issues that impact you, your family, and your community can bring us together to find common solutions to the real threats of our time.

Our Services

Featured Partners

Charles Schwab

Partners since 1994, our clients have trusted Schwab to safeguard their investment assets. More than just a buzzword, cybersecurity is at the heart of every transaction.

First Affirmative

Since 1988, First Affirmative has managed investment portfolios for socially conscious investors. Call it green, sustainable, or responsible, together we work with money as a tool for transformation.

36º North Basecamp

At the heart of every new movement is a different kind of space. Tulsa’s visionary leaders have created a space to be surrounded by innovation, technology, and connection.

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© 2024 Sustainable Advisors Alliance LLC. All Rights Reserved

 

Sustainable Advisors Alliance, LLC (“SAA”) is a registered investment advisor registered with the SEC. 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 SAA 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. Investing involves risk, including the potential for loss of principal.  There is no guarantee that any investment plan or strategy will be successful.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of SAA, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other 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.

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