Sustainable Advisors Alliance, LLC is an advisor-owned registered investment advisory firm and coalition of independent financial advisors formed to deliver sustainable, values-aligned portfolio management and financial planning. The firm focuses on integrating Environmental, Social, and Governance (ESG) criteria and impact-oriented strategies into client portfolios for individuals, families and mission-driven organizations.
Advocates for integration of ESG factors into fiduciary investment processes, socially responsible and impact investing, shareholder engagement and corporate responsibility, fiduciary duty alignment with sustainability objectives, and financial planning services for mission-focused clients and nonprofits.
Primarily funded through client revenue — asset-based advisory fees, financial planning and hourly/fixed fees — and fee-sharing or referral partnerships with custodians and investment managers.
Founding members Jan Bryan, Laura Isanuk, Harry Moran, Julie Skye, Pamela Stamper-Brandt and Krista Strohoffer; affiliated/advised firms and brands include Principled Investing, Seven Generations Investing, Sustainable Wealth Advisors, and service partners such as Charles Schwab and First Affirmative.
Private company (registered investment advisor, limited liability company)
