Founding Members
Sustainable Advisors Alliance (SAA) was created in 2020 by six like-minded founding members:
Jan Bryan, CFP®, AIF®
Laura Isanuk, CFP®, AIF®, CFS™
Harry Moran, CFP®, AIF®
Julie Skye
Pamela Stamper-Brandt, CFP®, AIF®
Krista Strohoffer, CFP®, AIF®
SAA is built upon our Advisors’ combined years of experience and inspired by the need we see to offer an alternative to large, cookie-cutter investment firms that prioritize profit over people.
We believe being nice matters. We strive to do well AND do good. SAA has been 38 years in the making, and our members formed it to bring portfolio management solutions to investors seeking returns without compromising their belief in earning sustainable, responsible profits. Known by many names, the numbers are in, and “The Triple Bottom Line” (people/profit/planet) and earning returns without sacrificing our values, is now here to stay. We invite you to join our coalition of relationships and partnerships, where you will see your values aligned with your investments.
Sustainable investing isn't about changing the world, it’s about understanding how the world is changing.
Being sustainable is not just about focusing on reducing pollution; it is a forward-looking strategy that seeks companies that can operate and meet the challenges associated with Environmental, Social, and Governance (ESG) principles. These companies live by the best practices for their respective industries. This process transforms financial markets into change agents that address the issues that matter most to each individual.
No longer do we simply exclude entire industries and “sin” stocks, such as tobacco or gaming, mining, or oil-and-gas producers. Today, we have the data that provides us with Sustainability Ratings based on how well companies are managing ESG issues. Companies that excel in this evaluation and proactively manage the ESG issues most material to their business outperform their peers. Sustainability performance measures help investors who want to focus on companies that are leading the way to a more sustainable global economy and avoid those that aren’t.
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 the 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.