Sustainable investment services
Ecovest helps individuals and organizations build thoughtful investment strategies around climate, community, and long-term financial goals.
Clear scope, transparent fees, and no pressure to proceed.
The Ecovest promise
We explain the trade-offs, not just the upside.
Every recommendation is assessed for impact and financial fit.
You know what is included, what it costs, and what comes next.
Services
Choose focused guidance for one decision or build a complete sustainable investment roadmap.
Clarify your return goals, time horizon, risk tolerance, and sustainability priorities. We identify where your current holdings align—and where they do not.
Translate your priorities into a diversified strategy with an allocation framework, opportunity shortlist, risk considerations, and a clear implementation sequence.
Best for
Investors who want a coherent plan rather than a collection of disconnected “green” products.
Review performance, reassess sustainability claims, and adapt your plan as markets, evidence, and your circumstances change.
Straightforward fees
Indicative project fees are confirmed in writing before work begins. Investment products and third-party fees are separate.
FOUNDATIONS
From $450
One focused engagement
STRATEGY
Most comprehensiveFrom $1,500
A complete strategy developed over three to four weeks.
✓ Everything in Foundations
✓ Target allocation framework
✓ Researched opportunity shortlist
✓ Risk and impact analysis
✓ Implementation sequence
✓ 90-day follow-up review
Begin thoughtfully
Start with a conversation about your goals. We will recommend the right scope—or tell you honestly if Ecovest is not the right fit.
View available consultationsCapital can pursue returns and contribute to measurable progress.