What We Do
Sustainable Advisors Alliance is a Registered Investment Advisor that is
expanding how investors define risk.
We build and manage portfolios by identifying the risks traditional investment analysis often doesn’t include in their process. We do this is by identifying a client’s environmental, social, governance (ESG) values and build portfolios around those factors: the end result is competitive returns…often with less volatility. A major side benefit is that while earning market returns these portfolios also create positive social and environmental outcomes around the issues that matter to investors. These companies live the best practices for their respective industries. This process turns financial markets into change agents that tackle the issues that matter to each person.
The numbers are in: fiduciary duty aligns with sustainability. According to the UNPRI, 68% of investors want improved Corporate Social Responsibility (CSR) and to integrate their values into their portfolios BUT only 19% of investment firms plan to this. Traditional investment firms have different stakeholders and are struggling to align these two worlds: a focus on shorter-term results often conflicts with what many investors want. Sustainable Advisors Alliance is doing this!
Our commitment to transparency and technology starts with breaking up the traditional financial planning model to bring solutions you need when you need them. With lower fees, no minimum portfolio size, and tools tailored to your needs, Sustainable Advisors Alliance is “democratizing” financial information. Our mission: disrupting how Wall Street operates while offering clients the opportunity to impact our world around the issues that matter to them.
What’s our biggest challenge? Showing investors how much power their investment decisions have. The learning curve can be overwhelming and it might feel daunting to break through the “brokersplain” and jargon traditional investment firms use to keep barriers up.
Bringing the head / heart / gut together results in confidence investors can make our world a better place while trusting financial firms that have let us down time and again.
Constancy con·stan·cy | \ ˈkän(t)-stən(t)-sē noun
Steadfastness of mind under duress: fortitude, fidelity, loyalty. A state of being constant or unchanging: dedication and devotion. In short supply.
Synonym - Sustainable Advisors Alliance
Why ESG? Why now?
First, do you want to align your investments with the transition to a low-carbon economy? Second, do you want to contribute to the development of a global economy that works for more people? If you answer yes to either, you’re a candidate for Sustainable Investing.
Sustainability issues that can impact portfolio performance: A rapidly changing climate, global water scarcity, modern-day slavery, cybersecurity, gender equality, diversity, and inclusion: these realities are dramatically reshaping the world we live in and call for investors and companies to change the way they do business to ensure success.
Some of the top 25 Socially Responsible Companies: Cisco, Best Buy, UPS, Intuit, HP, Merck, Texas Instruments, Microsoft, Pepsi Oshkosh, Intel, IBM, Rockwell, Staples, Nordstrom, Newmont Mining, Starbucks
There are great changes happening - ask the right questions and the answers will find you.
Question of the Day: how do we make lasting changes that lead to positive financial, social, and environmental outcomes?
Answer: aligning our investments with our values doesn’t mean you give up investment returns.
Answer: looking beyond the financial return creates more expansive returns.
Answer: turning financial markets into change agents tackle the issues that matter to you.
Answer: connecting with others doing this same work amplifies your voice and your efforts.
With the stakes so high, why are so many investors missing out on ESG?
It’s not because investors don’t care, it’s because the big firms don’t value ESG analysis.
Only 19% of investment advisors can speak “ESG”.
Investors aren’t sure what will make true change occur and what is really “green-washing”.
Confronting the status quo is not easy; change takes time and energy.
The ESG learning curve can be intimidating; start your journey by talking with Julie Skye at or (918) 408-7981.
Speaking truth to power and the status quo is one of the greatest challenges of our time, but you can feel when your beliefs are aligned with your investments.