Learn more about our mission: The ESG sectors are experiencing dramatic change and growth - and our streamlined, low-cost Sustainable Investment platform lets you start investing with your values in minutes.
Who We Are
EntentVest Inc. is a California Registered Investment Advisor: specializing in Investment management and financial planning, with an emphasis on Sustainable Investing. We measure our performance both in terms of economic value and the impact to the environment, social issues, and ethical business practices. We believe it’s possible and beneficial to earn a good return while being thoughtful in our investment practices. While positive impact is our goal, our main emphasis is growing our client’s wealth. We focus on diversification, low-cost investments, and a low fee structure.
What We Offer
EntentVest’s strategy is to invest in the new climate – which entails investing in companies that promote environmentally friendly and socially responsible efforts, but also includes investing in companies and organizations poised to benefit from advances in computing, new agricultural processes such as dry farming, smart irrigation, and water desalination technologies; to name a few.
EntentVest builds portfolios to suit our clients’ needs. We partner with Betterment as our custodian. Together we utilize state of the art technology to provide a thoughtful process of securing investments to populate our customized portfolios, provide auto-rebalancing, tax loss harvesting, and automatic withdrawals to our clients.
Sustainable Investing with A Few Clicks
OUR UNIQUE SOLUTION
Best Investment Policies
EntentVest provides portfolio design, rebalancing, and constant technological improvements on an ongoing bases to in an effort to improve performance and lower costs
Our Sustainable Community
We partner with sustainable businesses to create a community of sustainable "like minded" businesses.